Markets Recon

Part of Wilshire

Wilshire Indexes

51-200 employees Size
Financial Services Industry
About

About the firm

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 FT Wilshire 5000 Index Series, FT Wilshire Global Equity Series, FT Wilshire Pure Factor Index Series, FT Wilshire Climate Change Series, FT Wilshire Digital Asset Index Series as well the Global Asset Taxonomy System (GATS) — the most modern and fully representative industry and sector classification framework for benchmark construction.

At the core of our global benchmark platform is W+, a new portfolio modeling tool, enabled by versatile technology, rich data, and deep index expertise, that empowers clients to identify, model and analyze precise solutions rapidly and efficiently, and then easily implement their strategy at scale.

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.

The archive

Their research,
newest first.

Title Topics Published Actions
The Mag 7 trade encounters vertigo
The Nifty 10 raise concerns over peak US market concentration?
Weighing up the ‘Yin and Yang’ forces impacting US equities
Examining Global Infrastructure returns and sector rotation – EM take the lead
2024 EPS growth forecasts: So far so good, but optimism is starting to erode
Will good news equal bad news?
Looking at the drivers behind the surge in Japanese equities
Is the AI trade creating a TMT valuation bubble redux?
Divergence appearing in the contribution from US tech stocks to market performance
In search/need of a new driver of risk appetite in 2024
2023 – A stellar year for US equities delivering the 6th best annual return this century
The 2024 market outlook ’Magnificent 7’ wish list
Not all valuation shifts are the same - assessing the quality of recent PE declines
September saw risk appetite impacted by ‘higher for longer’ US Financial Conditions
EPS estimates are inflecting higher despite a deteriorating stock buyback backdrop
Has the style/factor rotation in 2023 been as significant as received wisdom believes?
Tightening Financial Conditions endanger the soft-landing optimism
The Equal Weighted FT Wilshire 5000 has been the stealth winner since May
What correlation regime will asset classes move to?
Key Q2 2023 performance observations
Are US equity relative valuations encountering vertigo?
The surge in technology stocks is creating extreme market concentration effects
The US EPS growth outlook – is the glass half full or empty?
Key inflection points in market behavior in 2023
Deteriorating US economic momentum, however US financial conditions continue to ease

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