Research & Commentary

Wilshire's market dashboard publication covering US and Global asset markets and portfolio returns.

Growth assets were up and defensive portfolios produced a gain in November as yields edged lower across most of the maturity spectrum. Volatility was down meaningfully from October but near its average level for the past twelve months – outside of the early August spike due to a global equity sell-off.

For our complete 2024 outlook and investment approach — including a discussion of the current economic environment, implications for interest rates and our strategy views across asset classes, please read our fourth quarter Investment Strategy Update.

In today's market, non-profits thoughtfully consider which areas of the credit market can deliver stable, attractive returns with low risk and correlations to equities. At Wilshire, we believe in the power of a strong midfield, taking inspiration from Spain’s midfield mastery in the World Cup.

The transition from DB to DC retirement plans has heightened the necessity of optimizing the decumulation phase for retirees.

Joanna Bewick, Managing Director and Portfolio Manager, Investment Solutions, shares Wilshire’s annual Diverse-Owned Manager Initiative results.

Wilshire believes that diversity in all its forms leads to better business outcomes. As such, greater transparency on diversity, equity and inclusion (DEI) is foundational to informed decision-making by both internal and external stakeholders.

Examining non-profit portfolio strategies around private credit allocations and impact investing.