News

Commentaries, white papers, and news items are listed here as they become available. To view and sort by date or category, please visit the Wilshire Advisor Solutions Knowledge Center. For media inquiries pertaining to Wilshire Associates, please contact our corporate headquarters at 1-310-451-3051.

Tuesday, June 12, 2018

» Managing Downside Risk with Factor-Based Investment Strategies
Alternatives, White Papers

With equity valuations at historically high levels and market volatility relatively low, advisors are looking for ways to diversify client portfolios to protect against equity market declines. Historically investors diversified across asset classes and geographical regions. But as we learned from the financial crisis, in times of extreme market volatility, many traditional asset classes can become highly correlated. In addition, because of the current low-interest-rate environment and with central banks poised to raise rates in the future, there could be further breakdown in correlation between stocks and bonds as interest rates rise.

Thursday, May 10, 2018

» Wilshire Liquid Alternative Index Falls in April 2018
News/Press Releases

SANTA MONICA, CA, MAY 9, 2018—The Wilshire Liquid Alternative IndexSM, which provides a representative baseline for how the broad liquid alternative investment category performs, returned -0.05% in April, underperforming the 0.09% monthly return of the HFRX Global Hedge Fund Index. The Wilshire Liquid Alternative Index family is a joint offering between Wilshire Funds Management, the global investment management business unit of Wilshire Associates Incorporated, and Wilshire Analytics, creator of the Wilshire 5000 Total Market Index.

Monday, May 7, 2018

» Investment Strategy Update, May 2018
Alternatives, Commentary

Positioning Defensively in Fixed Income and Equities: Global equity markets witnessed a dramatic spike in realized and implied market volatility during the first quarter of 2018, as sentiment quickly shifted on concerns of higher inflation (most notably wage inflation) and a higher likelihood of more interest rate hikes in 2018. 

Friday, April 13, 2018

» Wilshire Liquid Alternative Index Falls -0.40% in March 2018
News/Press Releases

SANTA MONICA, CA, APRIL 12, 2018—The Wilshire Liquid Alternative IndexSM, which provides a representative baseline for how the broad liquid alternative investment category performs, returned -0.40% in March, and -0.99% for the first quarter in 2018. Both returns underperforming the -0.98% monthly return and -1.02% quarterly return of the HFRX Global Hedge Fund Index. 

Tuesday, April 10, 2018

» First Quarter 2018 Market Commentary
Market Commentary, Commentary

The U.S. Equity Market: The U.S. stock market, represented by the Wilshire 5000 Total Market IndexSM, was down -0.76% for the first quarter of 2018. This marks only the second negative quarter in nearly six years. Market volatility returned after a tranquil 2017. While the market never experienced a daily loss of 2% or more last year, there were five such down days during the first quarter of 2018, including a 4% loss in early February. 

Monday, March 12, 2018

» February 2018 Monthly Market Commentary
Market Commentary, Commentary

U.S. Economy and Markets: Domestic equity markets were negative in February, as the Wilshire 5000 Total Market IndexSM and the S&P 500 Index both fell -3.69%. Market volatility picked up significantly in February, as the CBOE Volatility Index (VIX) ended the month at 19.85, an increase from its January close of 13.54.

Tuesday, February 13, 2018

» Wilshire Liquid Alternative Index Gains 1.59% in January
News/Press Releases

SANTA MONICA, CA, FEBRUARY 13, 2018—The Wilshire Liquid Alternative IndexSM, which provides a representative baseline for how the broad liquid alternative investment category performs, returned 1.59% in January, underperforming the 2.45% monthly return of the HFRX Global Hedge Fund Index.

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