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Research & Commentary

Thought leadership and views from our experts

Featured Commentary

Report on Corporate Pensions:  Funding Levels and Asset Allocations
June 12, 2025

Complexity vs. Simplicity: Affirming the Power of Diverse Portfolios
June 10, 2025

Is a simple 60/40 portfolio truly the best bet? Discover why diversification still matters.

Wilshire Weekly Market Report — June 6, 2025
June 9, 2025

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

Objective Measure of a Key Investment and  Economic Statistic
June 5, 2025

The yield on a 10-year U.S. Treasury bond is often thought to be a bellwether statistic for the U.S. economy and investing environment.‍

Latest Commentary

Report on Corporate Pensions:  Funding Levels and Asset Allocations
June 12, 2025

Investment Research
Complexity vs. Simplicity: Affirming the Power of Diverse Portfolios
June 10, 2025

Is a simple 60/40 portfolio truly the best bet? Discover why diversification still matters.

Investment Research
Wilshire Weekly Market Report — June 6, 2025
June 9, 2025

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

Weekly Commentary
Objective Measure of a Key Investment and  Economic Statistic
June 5, 2025

The yield on a 10-year U.S. Treasury bond is often thought to be a bellwether statistic for the U.S. economy and investing environment.‍

Investment Research
Monthly Market Commentary
June 2, 2025

May 2025

Monthly Commentary
Wilshire Quarterly Alternatives Commentary - First Quarter 2025
May 20, 2025

Investment Research
The Critical Role of Diversification in Public Pension Portfolios
May 7, 2025

May 2025

Investment Research
Wilshire Investment Strategy Update
May 7, 2025

For a comprehensive overview of our 2025 outlook and investment strategy, including insights on the current economic environment, interest rate implications, and our asset class strategy views, please read our Second Quarter Investment Strategy Update.

Quarterly Commentary
2025 Report on State Retirement Systems: Funding Levels and Asset Allocations
April 3, 2025

Investment Research
Wilshire Quarterly Market Commentary — First Quarter 2025
April 2, 2025

Quarterly Commentary
Risk Budgeting
March 19, 2025

While often thought of as something to avoid, risk is an inherent aspect of investing. The key question is — how much risk are you willing to take?

Investment Research
The Benefits of Discipline and Diversification
March 14, 2025

Diversified portfolios are holding up well through 2025’s volatility

Investment Research
2024 Active Management Review
March 5, 2025

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

Investment Research
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
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