Knowledge Center

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

  Wilshire Funds Management Investment Strategy Update - 7/2020

Global financial markets rallied during the second quarter, marking the best quarterly performance for U.S. equities in decades, as investor sentiment rose on the coattails of swift and substantial government stimulus and intervention. The Fed’s immediate actions to cut the Fed Funds Target Rate and provide support to fixed income markets through outright purchases of assets, and by supporting short-term funding markets, successfully led to a decline in risk and recovery in asset prices. Despite the recent recovery in equities and the coinciding expansion in earnings multiples, equities are not necessarily expensive relative to history, provided that bond yields remain low. Although the future remains somewhat clouded with economic and political uncertainty, the hard and soft economic data continues to indicate a notable improvement in the latter half of the second quarter.

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  Wilshire Funds Management Investment Strategy Update - 4/2020

Following a strong start for risk assets in 2020, the market environment changed significantly in mid-February as it became clear that the spread of COVID-19 was beginning to evolve into a global pandemic, thereby increasing the risk to the global economy and financial markets. Over the course of just one month (2/19/20 – 3/23/20), global risk assets experienced a spike in volatility that coincided with deleveraging across financial markets. This risk was exacerbated by an oil war between Saudi Arabia and Russia, which sent energy markets into a tailspin, triggering an extraordinary deleveraging cycle.

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  Wilshire Funds Management Investment Strategy Update - 2/2020

Global risk assets finished 2019 with strong positive momentum. Economic data continues to exhibit signs of improvement, particularly with respect to the U.S. consumer, as Consumer Sentiment and Retail Sales surprised to the upside. Globally, the economic data has also shown some signs of stability, as growth and inflation in Japan are picking up, economic growth in South Korea outperformed expectations, and German manufacturing showed some signs of potential bottoming.

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  Wilshire Funds Management - Value of Diversification 2020

History shows us that no one asset class has remained the top or bottom performer for long. Trying to time the market and pick the best performers is a risky strategy. Diversifying across a wide range of asset classes enables investors to spread their risk and potentially increase returns, helping smooth what might otherwise be a bumpy ride.

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