Wilshire Indexes

The dynamics of US real estate investing are shifting. Post-pandemic trends, rising borrowing costs, and remote work are reshaping investment opportunities, moving beyond traditional REITs into cold storage, data centers, and healthcare segments. Our latest insight explores how modern REITs—like Lineage's $4.4B IPO in cold storage—are transforming the market. Discover the new FT Wilshire US Real Estate Index Series: https://bit.ly/3BOZYGL

All calm ahead of the election – rational indifference? The FT Wilshire 5000 surged 12.6% since August lows, hitting record highs just weeks before the election. Investors seem unfazed by potential election-driven volatility, reflected in the absence of style bets (growth vs. value, small vs. large caps). Historically, markets have rallied post-election, with only 2000 and 2008 as outliers. Yet, voter sentiment challenges remain—real household net worth under Biden rose just 3.6%, compared to Trump’s 28.4%. Will the rally sustain through to inauguration? Read the full piece here: https://lnkd.in/eXkPNdnr

"It’s about partnership - clients today want to work with an index provider that will help them differentiate their products and work with their marketing and distribution efforts to enhance overall growth." At the recent FT Future of Asset Management North America conference Mark Makepeace highlights how the relationship between an index provider and client has evolved – placing a greater emphasis on partnership and collaboration. Check out the full recap of the fireside chat: https://lnkd.in/gCtt7xEY

The October 2024 Wilshire Indexes Market Drivers Report takes a closer look at market undercurrents providing context and insight into global market dynamics. Key highlights:  ▶️ Growth Cycle: Have we now seen the peak of the US growth cycle? US economy losing momentum going into the election.  ▶️ Inflation Cycle: Despite inflation approaching Fed’s target level the issue has been the absence of real US household net worth growth      ▶️ Financial Conditions: Markets rein in expectations over the size and tempo of US rate cuts in 2025     ▶️ Profit Cycle: Double-digit US EPS growth is forecast in 2025 with significantly less distortion from the Mag 7    ▶️ Valuation Cycle: US absolute 12m forward PE still 11% below peak level but US relative PE hits record high in October Link to the full report in comments 👇

Private markets and alternative assets: https://lnkd.in/ezN7QPCA. Allocators are looking toward private markets and alternative asset classes to protect their portfolios without putting growth at risk within a volatile environment. Here are some of the latest thoughts on infrastructure, private debt, and more. #alternatives #privatemarkets #infrastructure #hedgefunds #privatecredit #privateequity By... Wilshire Indexes, Pensions Policy Institute (PPI), Natixis Investment Managers, BNP Paribas Asset Management, Savills, Bank of America, Verus Investment, Neuberger Berman, Seine Capital & CAIA Association.

Philip Lawlor discussed with Barron's how the decline in US listed stocks combined with over 600% returns over the last 25 years has produced structural changes to the US equity market. Read the Barron's piece below and check out his latest research examining the impact of this change: https://lnkd.in/eMc3CruK

Mark Makepeace highlights how the index industry needs to modernize. Read the full recap of the fireside discussion with Robert Armstrong at the recent FT Future of Asset Management North America conference 👇 ▶️ https://lnkd.in/exTqsWks

Check out the latest Financial Times Wilshire Indexes #GLIO #listedinfrastructure index news here: https://lnkd.in/eCVj55KV This week: * Italgas gets the green light for 2i deal * Boralex Inc. buys UK wind farm project * A complete overview of up and coming Q3 earnings dates and dial-ins * FT Wilshire GLIO Developed Index ticks down 40bps If you have not seen it already, watch the Emera, ClearBridge Investments Q&A video here: https://lnkd.in/e9hyMZvH ......and scheduled for next weekend, Frank Greywitt, DWS Group interviews Alan Armstrong, Williams. Don't miss this Q&A! Danilo Juvane, CFA Caroline Sardella David Bezanson Anna Maria Scaglia, CFA Patrick Decostre Stéphane Milot Mark Makepeace Dan Berry Brian Rosenberg Courtney Scharff Paul Grimes Jim Cemprola

Our market research team helped Fast Company dig into the 2023 and YTD #Magnificent7 performance via the FT Wilshire 5000 – check out the full piece below 👇

What we’re reading – quick round-up of timely pieces grabbing our attention this week: ▶️ Global Listed Infrastructure Organisation (GLIO) launched their podcast channel with a great first episode featuring Scott Balfour, President & CEO of Emera and Simon Ong, Clearbridge Investments, discussing Emera operations and initiatives for future growth. https://lnkd.in/eVN2KhUi ▶️ Trackinsight highlights the latest updates in the European ETF industry. https://lnkd.in/ehAZySTZ ▶️ McKinsey & Company published their 2024 review of the US asset management industry, “Beyond the balance sheet: North American asset management 2024.” https://lnkd.in/eeJ8DBBn ▶️ Nikkei released their new book “Nikkei Vison 2025 – 100 Game Changing Technologies” which sheds light on how society might look in five years’ time. https://lnkd.in/esb7-KFe ▶️ The Financial Times Alphaville team provides us with some of the best/worst financial notes puns. https://lnkd.in/eCTmCkzH