Knowledge Center

The Wilshire Advisor Solutions Knowledge Center contains our video presentations, white papers, monthly and quarterly market commentaries, and product literature.

  Wilshire Liquid Alternative Index Falls -1.27% in May

SANTA MONICA, CA, JUNE 13, 2019—The Wilshire Liquid Alternative IndexSM, which provides a representative baseline for how the broad liquid alternative investment category performs, returned -1.27% in May, underperforming the -0.68% 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 IndexSM.

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  Wilshire Liquid Alternative Index Gains 0.98% in April

SANTA MONICA, CA, MAY 15, 2019—The Wilshire Liquid Alternative IndexSM, which provides a representative baseline for how the broad liquid alternative investment category performs, returned 0.98% in April, outperforming the 0.66% 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 IndexSM.

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  Investment Strategy Update, May 2019

Global Equities Rally: Global equities have rallied off the lows of December 2018, particularly U.S. equities, which have reached new highs. While the initial recovery was driven by attractive valuations, the dovish tone of global central banks has been supportive of equities moving higher as the interest rate tightening cycle has ended. This has resulted in a significant decline in global government bond yields. While lower bond yields are supportive of the equity risk premium on a global basis, the bond market and the equity market are sending contrasting signals. Bonds are pricing in much slower growth and inflation, and equities are pricing in optimistic expectations of future earnings growth, specifically in the U.S.

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