Your source for perspectives on industry challenges and opportunities affecting you and your clients.
Below are our five most recent Knowledge Centre materials. To view all materials, as well as filter by the markets we serve and by material type, please visit our Knowledge Centre Archive.
The Russian-backed President of Ukraine has been ousted. Russia has significantly expanded its military presence in the Crimea region in southeastern Ukraine. SEI Funds have little direct exposure to Ukraine and modest exposure to Russia.[... More]
There is no question that Bernanke has made his mark, and key among them was his efforts to keep the U.S. economy afloat through three iterations of bond buying. There were also a variety of facilities crafted under his guidance to maintain market liquidity—the ease with which a holding can be bought or sold.—and keep the economy and financial markets working in an orderly fashion.[... More]
The monetary policies of global central banks remain accommodative and are expected to continue as such, while global growth builds momentum. Concerns related to the U.S. Federal Reserve tapering of bond purchases, sustainability of corporate profits and Chinese output resulted in a pullback in global equities, while global fixed income gained. SEI does not believe the elements of a more serious equity bear market are in place. The most important drivers of stock-market performance in our framework are still flashing neutral-to-positive signals.[... More]
Concerns surrounding the pace of Chinese growth, the impact of reduced quantitative-easing stimulus and the health of corporate earnings culminated in a sudden shift of investor sentiment last week. SEI is maintaining its favorable view of emerging equities, as we believe catalysts will materialize that should improve the outlook for the asset class. While emerging and developed equities have struggled out of the gate in 2014, we do not believe the elements of a more serious equity bear market are in place.[... More]
Our overall view is positive. We believe the U.S. economy will continue to grow at a slow but steady pace. Corporate balance sheets remain strong and a long-awaited housing recovery has improved the health of household balance sheets, giving a boost to consumer sentiment. The labor market has also continued to improve, even if the pace is slow. Looking at monetary policy, the Federal Reserve’s bond-buying program provided a strong tailwind from late 2012 until mid-summer.[... More]