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, 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.

Tuesday, February 13, 2018

» January 2018 Monthly Market Commentary
Market Commentary, Commentary

U.S. Economy and Markets: Domestic equity markets continued to be positive in January, as the Wilshire 5000 Total Market IndexSM returned 5.25% and the S&P 500 Index advanced 5.73%. Market volatility picked up significantly in January, as the CBOE Volatility Index (VIX) ended the month at 13.54, an increase from its December close of 11.04.

Tuesday, February 6, 2018

» Investment Strategy Update, February 2018
Alternatives, Commentary

Positioning for Value: Global equity markets and risky assets alike surged higher in 2017 as earnings recovered, realized and implied market volatility tumbled to near-historic lows, and momentum and positive sentiment continue to propel valuations higher. Markets are very enthusiastic about the new U.S. administration’s execution on tax reform, which may help extend the rally in risk assets even further, provided that monetary conditions do not tighten too quickly. Therefore, our analysis continues to focus on the fundamentals of the macroeconomic landscape while considering how fundamentals may change in response to the recent policy actions. We maintained an overweight to government bond exposure through the second half of 2017 to offset additional equity risk in our portfolios. We have also been largely overweight to non-U.S. equities, benefiting from cheaper valuations and economic momentum abroad, along with a significantly weaker U.S. dollar which served as a tailwind for foreign equity exposure.

Tuesday, January 9, 2018

» Fourth Quarter 2017 Market Commentary
Market Commentary, Commentary

The U.S. Equity Market: The U.S. stock market, represented by the Wilshire 5000 Total Market IndexSM, was up 6.39% for the fourth quarter of 2017. This marks the ninth consecutive year of positive gains for the broad U.S. equity market. Several factors contributed to this success, including a rebound in global economic growth and continued strength domestically. Investors also responded positively to the largest overhaul of the U.S. tax system in 30 years. What also made the past year particularly impressive was the relative lack of volatility. The largest drawdown for the year was -2.75%, and there were only four trading days where the market was down 1% or more, making 2017 one of the least volatile years in nearly four decades.

Friday, December 15, 2017

» November 2017 Monthly Market Commentary
Market Commentary, Commentary

Domestic equity markets were positive in November, as the Wilshire 5000 Total Market IndexSM returned 3.04% and the S&P 500 Index returned 3.07%. Market volatility, measured by the CBOE Volatility Index (VIX), ended the month at 11.43, an increase from its October close of 10.18.

Monday, November 20, 2017

» Back to Basics: Exchange Traded Funds
ETFs, White Papers, Practice Management, White Papers

ETFs (exchange traded funds) have rapidly grown in popularity since State Street first launched the SPDR in 1993. As a financial advisor, you have likely received inquiries from your clients about ETFs. Questions like “What are they?” or “Should I add them to my portfolio?” are becoming increasingly common. Let’s go back to basics and review exactly what ETFs are, key considerations to weigh before investing in ETFs, and finally, options for implementing ETFs in your client portfolios.


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