Thought leadership and views from our experts
Wilshire's market dashboard publication covering US and Global asset markets and portfolio returns.
The tectonic shift in interest rates finally erupted in 2022, with several historic rate hikes that have significantly changed the investment horizon.
The quarterly Wilshire Liquid Alternatives Industry Monitor provides highlights and insights into the trends and capital flows of the liquid alternatives space.
In this quarter’s Investment Strategy Update, we evaluate the recent deterioration in economic growth, and distinguish the current environment from historical recessions. We also discuss the outlook for monetary policy, the potential path of inflation, and the impact on our outlook for global markets.
In this note, we utilize a generalization of Wilshire’s asset class grouping (i.e., bucketing) framework to examine the potential role of alternatives within institutional portfolios across two dimensions of diversification: 1) beta diversification (as noted above), and 2) implementation diversification (investing across the public/private liquidity spectrum).
Successful Investing Requires Discipline
In this research note, Wilshire introduces a new portfolio framework that facilitates the organization of the essential elements of portfolio construction according to an appropriate time horizon for each element.
Wilshire has been applying highly tested theories and approaches to our client solutions since 1981.You can count on our team of experts to help improve investment outcomes for a better future.