Market Navigation Reports

Monthly multi-asset Market Navigation research reports to help investment decision
formulation, covering global markets performance and market drivers and trends
Global Performance Report
Market Drivers Report

Latest Report

September 6, 2023

August sees heightened volatility on rising bond yields and Chinese growth concerns but YTD equity returns remain strong

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August 2, 2023

Further signs of falling inflation help broaden and maintain market rally as ‘unloved’ sectors outperform in July

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July 5, 2023

Strong finish to the second quarter as market rally broadens out

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June 5, 2023

Technology stocks continue to dominate US equity returns; AI and Semiconductors the clear winners

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May 5, 2023

UK equities the standout performer in April. US sees modest rotation from growth into value last month.

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April 4, 2023

Markets rebound in late March as bank contagion fears ease

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Monthly Analysis of global multi-asset absolute and relative FX- adjusted returns. Risk/Return analysis, correlation and Pure Factors.

Global Multi-Asset Returns

Global Multi-Asset Analysis of absolute and relative FX-adjusted returns.

FT Wilshire 5000

US Performance, sector contribution, technical analysis, dispersion.

Pure Factors

Return analysis, comparing Factor vs Style,

Global Equity

Regional multi-currency performance, sector comparison, technical analysis.

Additional asset classes

Fixed income, alternatives, foreign exchange.

Risk/Return analysis

Regional and multi-asset, multiple time periods.
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Latest Report

September 22, 2023

Reassessment of the US interest rate trajectory for 2024 implies maintenance of restrictive US financial conditions for the foreseeable future

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August 16, 2023

Have markets become too complacent about a soft landing outcome?

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July 20, 2023

Cooling inflation has buoyed risk appetite despite concerns that tight financial conditions could produce a double–dip

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June 16, 2023

Equity risk appetite buoyed by debt ceiling resolution, disinflation trajectory and imminence of peak rates

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May 18, 2023

First uptick in US EPS estimates in twelve months, but questions remain over the 2024 growth rate forecast

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April 17, 2023

Markets rebound post-SVB as cooling inflation and weaker economic data keep market rate expectations anchored

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Analysis of trends in global growth, inflation, financial conditions, profits, valuation and sentiment cycles using our proprietary indicators

Market Driver Barometer

Movement and in-depth analysis of US Market Drivers.

Driver Pulse Sheets

Comprehensive data and analytics relating to the drivers across the regions.

In-depth coverage

Multi-asset returns, long perspectives, performance, and risk vs return analysis.
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Wilshire Indexes is a global benchmark platform that provides institutional investors, asset managers and retail intermediaries unmatched flexibility in solving benchmarking, portfolio construction, and risk management challenges. Transforming the way investors use benchmarks to meet their objectives, Wilshire Indexes provides global coverage of the markets through the leading FT Wilshire Index Series. Combining new technology and modular products in a growth-aligned commercial model designed for collaboration, efficiency, and speed to market, Wilshire Indexes offers a completely new way to work with an index provider.

Wilshire Indexes operates alongside Wilshire’s investment management, consulting, OCIO, and alternative asset businesses, which are separately known as Wilshire Advisors LLC.
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