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Research & Commentary

Thought leadership and views from our experts

Featured Commentary

Wilshire Quarterly Alternatives Commentary - Fourth Quarter 2024
February 19, 2025

Wilshire Weekly Market Report — February 14, 2025
February 17, 2025

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

Wilshire Investment Strategy Update
February 6, 2025

For our complete 2025 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 first quarter Investment Strategy Update.

Monthly Market Commentary
February 3, 2025

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.

Latest Commentary

Wilshire Quarterly Alternatives Commentary - Fourth Quarter 2024
February 19, 2025

Investment Research
Wilshire Weekly Market Report — February 14, 2025
February 17, 2025

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

Weekly Commentary
Wilshire Investment Strategy Update
February 6, 2025

For our complete 2025 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 first quarter Investment Strategy Update.

Quarterly Commentary
Monthly Market Commentary
February 3, 2025

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.

Monthly Commentary
Asset Allocation Return & Risk Assumptions
January 30, 2025

Investment Research
Wilshire Alternatives 2025 Outlook
January 9, 2025

Investment Research
Wilshire Quarterly Market Commentary — Fourth Quarter 2024
January 6, 2025

Quarterly Commentary
Wilshire Quarterly Alternatives Commentary - Third Quarter 2024
November 21, 2024

Investment Research
Dominating the Midfield – Strategies for Non-profit Investments
October 22, 2024

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.

Investment Research
Wilshire Quarterly Market Commentary — Third Quarter 2024
October 1, 2024

Quarterly Commentary
The Role of Annuities in Defined Contribution Retirement Plans
September 17, 2024

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

Investment Research
Wilshire Liquid Alternatives Industry Monitor - Second Quarter 2024
September 3, 2024

Monthly Commentary
2024 Fiscal Year Report on Endowments and Foundations
September 3, 2024

Investment Research
2024 Report on City & County Retirement Systems: Funding Levels and Asset Allocations
August 27, 2024

Investment Research
Wilshire Quarterly Alternatives Commentary - Second Quarter 2024
August 15, 2024

Investment Research
2024 Mid-Year Fiduciary Update for Defined Contribution Plan Sponsors
July 8, 2024

Investment Research
Wilshire Market Commentary - Second Quarter 2024
July 1, 2024

Quarterly Commentary
2023 Diversity, Equity and Inclusion (DEI) and Diverse-Owned Manager Initiative
June 21, 2024

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

Investment Research
2024 Report on Corporate Pensions:  Funding Levels and Asset Allocations
June 12, 2024

Investment Research
Wilshire Liquid Alternatives Industry Monitor - First Quarter 2024
June 11, 2024

Monthly Commentary
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