Knowledge Center

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

  August 2018 Monthly Market Commentary

Domestic equity markets were positive in August as the Wilshire 5000 Total Market IndexSM and the S&P 500 Index returned 3.51% and 3.26%, respectively. Market volatility increased slightly as the CBOE Volatility Index (VIX) ended the month at 12.86, an increase from its July close of 12.83.

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  Wilshire Liquid Alternative Index Gains in July 2018

SANTA MONICA, CA, AUGUST 13, 2018—The Wilshire Liquid Alternative IndexSM, which provides a representative baseline for how the broad liquid alternative investment category performs, returned 0.71% in July, outperforming the -0.15% 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, August 2018

Shortening Duration and Seeking Opportunity in Value, International: This quarter, we are remaining overweight to foreign equities, which we reduced early in the second quarter due to concerns about the headwinds of dollar strength, and slowing business momentum overseas. We remain consistent in our slightly cautious risk posture, favoring government bonds in our fixed income allocation and value in our equity allocation.

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  Second Quarter 2018 Market Commentary

Volatility has returned this year but is in line with long-term historical figures. Although there have been more up days than down during 2018, the daily losses have been more substantial. The average daily loss has been approximately 34% greater than the average daily gain, a spread not seen in more than a decade. Trade and tariffs continued to help drive markets this spring, as did increased anti-euro sentiment in Italy. Strong gains in personal income and consumer spending during the second quarter have left room for optimism.

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  Managing Downside Risk with Factor-Based Investment Strategies

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.

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Semi Annual Market Update Webinar

  Our July 24 webinar replay is now available