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.

Monday, September 12, 2016

» Wilshire Liquid Alternative Index Gains 0.11% in August
News/Press Releases

SANTA MONICA, CA, SEPTEMBER 12, 2016—The Wilshire Liquid Alternative IndexSM, which provides a representative baseline for how the broad liquid alternative investment category performs, returned 0.11% in August, underperforming the HFRX Global Hedge Fund Index’s 0.16% return by 5 basis points.

Friday, September 9, 2016

» August 2016 Monthly Market Commentary
Market Commentary, Commentary

U.S. Economy and Markets: Domestic equity markets were positive in August, as the Wilshire 5000 Total Market IndexSM returned 0.25% and the S&P 500 Index returned 0.14%. Market volatility increased in August, with the CBOE Volatility Index (VIX) ending the month at 13.07, up from 11.87 at the end of July 2016. Performance across GICS sectors was mixed for the month, with the Financials and Information Technology sectors leading the group, returning 3.31% and 2.06%, respectively. On the other hand, Utilities was the worst performing sector in August, falling -5.41%. Small cap stocks outperformed their large cap counterparts this month, with the Wilshire U.S. Large Cap IndexSM and the Wilshire U.S. Small Cap IndexSM returning 0.14% and 1.25%, respectively. U.S. manufacturing activity, as measured by the Institute for Supply Management’s PMI, registered 49.4% in August, down from the July reading of 52.6%. Generally a reading above 50% indicates expansion.

Tuesday, August 9, 2016

» New Wilshire Income Opportunities Fund Surpasses $400 Million in Assets Under Management in 2Q
News/Press Releases

SANTA MONICA, CA, AUGUST 9, 2016—The Wilshire Income Opportunities Fund, an innovative, multi-manager fixed income fund subadvised by DoubleLine Capital LP and Guggenheim Partners Investment Management has surpassed $400 million in assets under management. The fund, which launched on March 29, 2016, is the newest fund in the series of Wilshire Mutual Funds, Wilshire’s subadvised suite of mutual funds.

Friday, August 5, 2016

» July 2016 Monthly Market Commentary
Market Commentary, Commentary

U.S. Economy and Markets: Domestic equity markets were positive in July, as the Wilshire 5000 Total Market IndexSM returned 3.93% and the S&P 500 Index returned 3.69%. Market volatility decreased in July, with the CBOE Volatility Index (VIX) ending the month at 11.87, down from 15.63 at the end of June 2016. Performance across GICS sectors was mixed for the month, with the Information Technology and Materials sectors leading the group, returning 7.79% and 5.64%, respectively. On the other hand, Energy was the worst performing sector in July, falling -1.99%.

Friday, July 22, 2016

» Investment Strategy Update, July 2016
Market Commentary, Commentary

Despite a turbulent start to 2016, global securities markets have shrugged off geopolitical concerns, slower economic growth, and a deterioration in earnings, delivering compelling returns for investors. Our analysis of the macroeconomic landscape continues to indicate slower economic growth and limited inflation, and we foresee potential economic headwinds resulting from “Brexit,” the vote by the U.K. to leave the European Union. 

Tuesday, July 12, 2016

» Second Quarter 2016 Market Commentary
Market Commentary, Commentary

GDP: Real GDP growth continued to slow during the first quarter of 2016, expanding 1.1% on an annualized basis. Weak business spending continues to act as a drag on growth as private investment shrank for the third quarter in a row. The U.S. actually exported more goods and services despite the strong dollar, adding to growth. Consumer spending continues to be the main point of strength in the economy, although government spending grew for the fourth straight quarter.

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