Research & Commentary

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

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

Growth assets were up and defensive portfolios produced a gain in May as yields rose across most of the maturity spectrum. Volatility was down from April and has been below average for the past year.

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.

This quarter we discuss the current economic environment, the evolving outlook for inflation and interest rates, and the associated pricing of risk assets.