Name: First Quarter 2024 Market Update
Start: 2024-04-18T17:00:00Z
End: 2024-04-18T17:01:01.000Z
Location: BrightTALK
Rating: 0

Wilshire is a leading global financial services firm and trusted partner to a diverse range of more than 500 leading institutional investors and financial intermediaries. Our clients rely on us to improve investment outcomes for a better future. Wilshire is headquartered in the United States with offices worldwide.

Please join us for the Third Quarter 2024 Market Update as we review key takeaways from last quarter's market activity, a few points on Wilshire's market outlook, and how our portfolios express these views.

Third Quarter 2024 Market Update

Please join us for the Second Quarter 2024 Market Update as we review key takeaways from last quarter's market activity, a few points on Wilshire's market outlook, and how our portfolios express these views.

Second Quarter 2024 Market Update

2024 Mid-Year Fiduciary Update for Defined Contribution Plan Sponsors

2023 DEI and Diverse-Owned Manager Initiative

Join Philip Lawlor, Managing Director, Market Research and Andrew Dougan, Managing Director Index Research at Wilshire for a 30-minute webinar discussing the analytical pitfalls encountered with typical style and factor rotation and how best to identify pure factor premia.

Do traditional style and factor indexes create a false market narrative?

Join Philip Lawlor, Managing Director, Market Research at Wilshire for a 30-minute webinar that examines key market navigation drivers and discussion points facing investment decision-makers today.

1. Market EPS estimates continue to be revised lower, however 2024 is forecast to see a strong recovery in EPS growth. What confidence can be attached to the view that the trough of the earnings cycle is in sight?

2. A key feature of U.S. market dynamics over the last 10 years has been the scale of buybacks driven by the technology sector. Buybacks are showing signs of a structural reversal. Are there any sectors capable of taking up the tech sector buyback leadership baton?  Importantly, a deterioration in buybacks has large implications for long-term shareholder return projections.

3. After witnessing a significant derating for most of 2022, markets have seen PE valuations expand since October. However, a key question is whether the U.S. valuation premium has peaked? Does the recent move resemble the pattern of other bear market rallies?

Are we there yet? The status of the profit, buyback, and valuation cycles

2022 interest rate hikes ignited a dormant interest rate “volcano” with potential to spark eruptions for years to come. Wilshire’s Robert Appling, Managing Director and Nathan Howes, Vice President, share strategies to position non-profit portfolios in this new environment -- inspired by the amazing World Cup and historic infrared images from the James Webb space telescope.

In this presentation, Wilshire covers the following strategies:
• Reconfirm objectives: The volcano may keep erupting
• Reimagine asset allocation: Build a World Cup soccer team
• Reveal hidden risks: Recalibrate your telescope

Lessons from Volcanoes, the World Cup, and Infrared Light

Join top digital asset industry experts DAR and Cloudwall as we discuss:
o Why a digital taxonomy system was created and its continued importance today 
o Why it is an essential requirement for risk attribution 
o How it aids in the creation of diverse investment products

Why DATS is Essential for Digital Asset Product Creation and Risk Attribution

Please join us for the First Quarter 2024 Market Update as we review key takeaways from last quarter's market activity, a few points on Wilshire's market outlook, and how our portfolios express these views.

First Quarter 2024 Market Update

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First Quarter 2024 Market Update

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