KNOWLEDGE CENTRE

You’ll turn to the Knowledge Centre again and again for credible, authoritative analysis, extending beyond the “what” to the “how.”

The Knowledge Centre Archive allows you to filter materials by the markets we serve and by material type.

• May

  14

  2013

  Emerging-Markets Equity: It’s About the Middle Class, Small Caps and Long-Term Growth

  Emerging markets have dramatically evolved over the past 20 years, quadrupling as a percentage of the MSCI ACWI-ex U.S. Index. On a global basis, the middle class is expected to expand rapidly through 2030. We believe the bulk of that growth will be concentrated in emerging-markets countries in Asia and the Pacific Basin. An expanding middle class should increase domestic consumption in emerging economies and this will likely provide a disproportionate benefit to small-cap stocks. Emerging-markets equities are trading at a 20% discount to historic average valuations.

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• May

  13

  2013

  April 2013 Monthly Commentary

  Japan hit the headlines by announcing dramatic quantitative-easing initiatives. Global equity and fixed-income markets both experienced gains, although equities maintained their edge. The appetite for risk continued within fixed income, favoring emerging-market debt and high-yield bonds.

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Apr

  22

  2013

  Gold—Burst Bubble, or Pause that Refreshes?

  Less than two years removed from the most recent leg up of its long bull run, gold suffered a vicious two-day sell off.  Debate is now raging over whether gold was a bubble due to burst, or presents a long-term buying opportunity. We remain agnostic on precious metals, but believe there are interesting lessons to draw from the episode.

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Apr

  12

  2013

  First Quarter 2013 Market Commentary

  After an optimistic January, the mood in February and March was more downcast. Global equity markets held up well amidst the bad news and outperformed the fixed-income market. Risk appetite was apparent in the global fixed-income markets and high-yield bonds set the pace.

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Apr

  4

  2013

  Economic Outlook: Investors Keep Calm and Carry On

  Although Europe is a mess and emerging markets have struggled, many stock markets have been rising. Can the strong performance continue? While past performance is no guarantee of future results, there are some signs that the answer is “yes.”

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Mar

  14

  2013

  Understanding Bond Performance When Interest Rates Rise

  SEI research demonstrates that even under a substantial increase in interest rates, bonds can contribute positively to portfolio returns and may help reduce the negative effects caused by economic downturns.

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Mar

  14

  2013

  A Closer Look at Active Share in Multi-Manager Portfolios

  Active share is still a relatively new concept in investing and is thought by some to be a reliable proxy for investment manager skill. Unfortunately, some proponents misconstrue the concept by arguing that diversified funds with lower tracking error and more holdings have reduced opportunities for outperformance. We disagree with this notion.

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Institutions,Categories:Institutions.Strategic Perspectives,Content Types:White Paper
• Mar

  13

  2013

  February 2013 Monthly Commentary

  After an optimistic January, the mood in February was more downcast. Major central banks remained accommodative in an effort to help stimulate growth. Global financial markets declined marginally. Risk appetite in fixed-income markets continued to expand, while demand for risk within equities was more muted.

  [... More]
  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Feb

  27

  2013

  U.S. Government Budget Sequester--Is the Sky About to Fall?

  Some $85 billion worth of federal spending cuts are expected to take effect on March 1. While this looks like a large number, it amounts to only 2.4% of the federal budget and 0.5% of the U.S. economy. SEI sees no reason to adjust our investment strategies based on the potential impact of sequestration.

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Feb

  26

  2013

  An Update on Canada’s Southern Neighbour

  Stock markets started 2013 with a bang, which could bode well for full-year returns. We are cautious at the moment, as investor sentiment appears to be somewhat stretched. However, we believe that the underlying economic fundamentals validate the optimism reflected in stock prices.

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Feb

  21

  2013

  The Outlook for Canadian Fixed-Income Investors

  The current low-interest rate environment will likely prevail until economic activity improves to a point that convinces policy makers that the recovery is real and well rooted. Low current bond yields are forcing many investors to seek higher yields in the fixed-income space to assist overall portfolio returns. U.S. high-yield bonds offer the potential for greater levels of income and less exposure to interest-rate volatility. Currency management and higher credit risk are important considerations.

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Content Types:Commentary
• Feb

  15

  2013

  Don’t Discount the Dividends

  Most investors are aware that bonds are typically a stable source of income with less risk of capital, while stocks are an excellent option for portfolio growth. What some investors fail to realize, however, is that stocks can also be a source of current income—in the form of dividends.

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Feb

  13

  2013

  January 2013 Monthly Commentary

  2012 ended on a positive note and this sentiment extended into and throughout January.  Major central banks remained accommodative in an effort to help stimulate growth. Global equities experienced respectable gains for the month as investor sentiment remained buoyed, while global bonds declined marginally. Risk appetite in the financial markets was high.

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Jan

  16

  2013

  2013 DB Pension Management Priorities

  With 2012 behind them, plan sponsors are evaluating their top pension strategies for the upcoming year. The Pension Management Research Panel conducted its annual Plan Sponsor Outlook quick poll to examine the goals, challenges and strategies that are top of mind for corporate pension plan sponsors at the start of 2013.

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Institutions,Categories:Institutions.Strategic Perspectives,Content Types:Quick Poll,Content Types:White Paper
• Jan

  16

  2013

  Fourth Quarter Market Commentary

  Investor focus switched from the U.S. elections to the looming “fiscal cliff” and ongoing worries surrounding the fate of the eurozone. Major central banks once again remained accommodative in an effort to help stimulate growth. Global equities experienced respectable gains for the quarter as investor sentiment improved, while global bonds declined marginally. Equities outperformed fixed income securities for the period as a whole. Canada’s economy remained on a slow, steady growth trajectory.

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Jan

  3

  2013

  The U.S. Fiscal Cliff: A Deal of Sorts

  Despite the partial solution, we view the progress as a positive for the U.S., Canadian, and international economies.

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Jan

  2

  2013

  Markets Climb a Cliff of Worry

  Despite all the political and economic uncertainties in the world, financial assets registered robust gains in 2012. We expect 2013 to be characterized by improved global economic growth, less financial-market volatility in Europe and some calming of the political waters in the U.S. and elsewhere. Canada’s economy is expected to continue on its slow, steady growth trajectory.

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Dec

  18

  2012

  November 2012 Monthly Commentary

  Investor focus remained on the looming “fiscal cliff” in the U.S. and on ongoing worries surrounding the fate of the eurozone in November. Major central banks once again remained accommodative in an effort to help stimulate growth. 

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Nov

  27

  2012

  De-Risking Through Dynamic Asset Allocation

  After a decade of declining interest rates and volatile markets, many plan sponsors are de-risking their DB pension plans through a variety of strategies. Dynamic asset allocation is one such strategy whereby return-seeking equity exposure is strategically shifted to liability-hedging bonds. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Institutions,Categories:Institutions.Investment Management,Content Types:White Paper
• Nov

  27

  2012

  Fiscal Cliff — The U.S. May Not Dive Off, But It's Not Climbing Either

  A series of large spending cuts and tax increases, collectively referred to as the “fiscal cliff,” are set to kick in on January 1, 2013. If they do, they have the potential to tip the U.S. economy into recession. SEI believes the possibility of going completely over the cliff is unlikely. It is more likely that U.S. legislators find a way of avoiding the worst-case scenario, possibly delaying automatic actions in order to give politicians more time to negotiate a compromise.

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Nov

  19

  2012

  Noise, News and Investment Strategy

  The headline news is currently filled with an overwhelming volume of scary, negative stories. Investment professionals often refer to this as “noise.” Rather than providing insight or direction, the net effect is often to simply cause investors to want to take action. Understanding the news behind the noise is the key to making intelligent investment decisions that match your investment objectives regardless of the current environment.

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Nov

  15

  2012

  Poll Results: The 6th Annual Global LDI Poll

  Stricter funding requirements, volatile capital markets, and fluctuating pension liabilities have led sponsors to consider implementing Liability Driven Investing (LDI) strategies. The Pension Management Research Panel conducted its 6th annual LDI poll that examines how perception, implementation, and use of LDI has changed. [... More]

  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:Institutions,Categories:Institutions.Investment Management,Categories:Institutions.Markets and Economy,Categories:Institutions.Strategic Perspectives,Content Types:Quick Poll
• Nov

  9

  2012

  U.S. Election Results: Similar Configuration, Same Challenges

  After a long, gruelling and occasionally bitter campaign, Election Day in the U.S. has finally come and gone. President Obama won re-election, the Democratic Party added marginally to its majority in the Senate, and the Republican Party retained control of the House of Representatives. The immediate political challenges facing the country—most notably the “fiscal cliff,” a package of federal tax hikes and spending cuts scheduled to occur early in 2013—have been apparent for over a year. The divided government must address long-term budget concerns without derailing a multi-year but still-fragile economic recovery. How effectively the President and current or subsequent Congress deal with these challenges remains to be seen. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Nov

  8

  2012

  October 2012 Monthly Commentary

  Focus remained on Europe, the upcoming U.S. elections and slowing growth in China in October. Leading central banks remained accommodative in October as part of continued efforts to help stimulate global growth. Global equities and bonds both experienced losses in the month, with fixed income performing marginally better, as investor sentiment waned. Within fixed interest, emerging market debt and high-yield bonds did best. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Oct

  16

  2012

  Evaluating Outsource Investment Solution Providers

  An increasingly complex and challenging investment environment has motivated pension plan sponsors to consider more comprehensive approaches for managing their defined benefit plans and fulfill their fiduciary duties.

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Institutions,Categories:Institutions.Strategic Perspectives,Content Types:White Paper
• Oct

  12

  2012

  Third Quarter 2012 Market Update

  The financial markets were once again dominated by events in Europe and concerns about the global economic outlook, but central bank actions helped to bolster investor sentiment. Market activity and trading volumes slowed at mid-quarter due to the summer holidays, pushing volatility to lows unseen for several years. Global equities and bonds both experienced gains in the quarter, with equities pulling ahead as riskier assets returned to favour. Within fixed income, emerging market debt and high-yield bonds did best. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Oct

  2

  2012

  Economic Outlook: Central Banks to the Rescue

  Central banks have taken significant steps to continue on a course of accommodative monetary policy, providing extra time for countries to make necessary reforms. Strong demand for yield has kept bond prices high and yields near all-time lows. Emerging markets appear attractive, while we expect the euro to slip versus the U.S. dollar and commodities to rise as uncertainties around U.S. politics and the European debt crisis continue to rule. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Sep

  19

  2012

  August 2012 Market Update

  Summer holidays meant a quiet month as market activity and trading volumes slowed. Riskier assets came back into favor thanks to stronger support from central banks. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Sep

  14

  2012

  Poll Results: Managing Pensions Mid-Year 2012

  Pension plan sponsors faced a challenging first half of 2012, with ongoing market volatility and record low interest rates. The Pension Management Research Panel conducted its 5th annual mid-year update poll to determine investment challenges and strategies, and their impact on pension management. [... More]

  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:Institutions,Categories:Institutions.Investment Management,Categories:Institutions.Markets and Economy,Categories:Institutions.Regulatory and Compliance,Categories:Institutions.Strategic Perspectives,Content Types:Quick Poll
• Aug

  16

  2012

  July 2012 Market Update

  A degree of calm returned to the financial markets in July, but disappointing economic data ensured a subdued mood. The European Central Bank’s “whatever it takes” commitment  to save the euro helped buoy sentiment at month end. Global equities and bonds posted marginal gains. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Aug

  9

  2012

  Second Quarter 2012 Market Update

  Optimism turned sour in April and reached panic levels in May when concerns about economic and political problems in the eurozone resurfaced with a vengeance. Events surrounding the French and Greek elections led to increased uncertainty, as did the deepening eurozone debt crisis when troubles in Spain and Italy hit the headlines. Economic data released during this time painted an uncertain picture and seemed to indicate a pause in global economic growth. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• May

  10

  2012

  Goals-based Investing: Aligning Life and Wealth

  Goals-based investing offers a powerful tool to help steel clients against market fear and uncertainty by better managing human preferences, biases and behaviours that can undermine their financial success. By helping clients invest according to their unique needs, desires and time horizons in a way that encourages them to look beyond intermittent market volatility, financial advisors can differentiate themselves from the crowd and improve their own odds for long-term success. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Private Banking,Content Types:White Paper
• Apr

  24

  2012

  Demystifying De-risking

  How many plan sponsors have a mechanism in place to identify and quickly exploit opportunities found on the marketplace? Funding volatility is high and chances to capitalize on upside and mitigate downside scenarios are missed at DB plans’ peril. It is against this backdrop that de-risking has become a much discussed investment strategy in the pension world. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Institutions,Categories:Institutions.Investment Management,Categories:Institutions.Markets and Economy,Categories:Institutions.Strategic Perspectives,Content Types:Commentary,Content Types:White Paper
• Feb

  14

  2012

  The Five Stages of Greece

  Consistent with the Five Stages of Grief model, we believe that the ‘fifth stage of Greece’ will involve acceptance, by the troika and Greece and that the latter must depart from the single-currency union. We do not believe that departures by Greece or other periphery nations will lead to the collapse of the eurozone, however. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Feb

  8

  2012

  Poll Results: The Top 10 Priorities for North-American DB Plan Sponsors in 2012

  The Pension Management Research Panel conducted its 3rd annual Quick Poll asking North-American pension plan sponsors to identify their organization's top investment priorities and challenges for the upcoming year. [... More]

  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:Institutions,Categories:Institutions.Investment Management,Categories:Institutions.Markets and Economy,Categories:Institutions.Regulatory and Compliance,Categories:Institutions.Strategic Perspectives,Content Types:Quick Poll
• Dec

  7

  2011

  Poll Results: More Sponsors Using LDI than in Past Years

  The SEI Pension Management Research Panel conducted the 5th Annual Global Quick Poll on LDI. The poll reviews the current state of LDI, including the adoption of the strategies and the increase in sponsors now using the strategies. The poll results also review the goals and objectives of those pension plan executives using LDI. [... More]

  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:Institutions,Categories:Institutions.Investment Management,Categories:Institutions.Markets and Economy,Categories:Institutions.Strategic Perspectives,Content Types:Quick Poll
• Aug

  17

  2011

  A Brief History of Market Turbulence

  Economic and financial crises have been a regular feature of monetary economies throughout history. While no two have been exactly alike, they tend to share some common characteristics. Read about some key lessons that investors can take away from such comparisons. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Mar

  22

  2011

  Tackling Transparency: How Transparency Can Rebuild Trust

  What is trust? How is it constructed, demonstrated and delivered? In times of crisis, wealth managers know the importance of communicating with their clients to build trust. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Content Types:Commentary
• Mar

  16

  2011

  Japan: Too Early to Tell

  Japan, the third-largest economy in the world, has endured earthquakes, a tsunami and multiple nuclear reactor failures. The long-term downstream consequences will not be clear for quite some time. Gross domestic product (GDP) will be negatively impacted in the short term, but rebuilding should help economic activity rebound. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Feb

  10

  2011

  Oil, Water, Food and Money: A Macro View of Political Tensions

  Ongoing political turmoil in Egypt led to the temporary closure of that country’s stock market and banking system and sparked a short-term flight-to-quality move in the bond markets (with investors buying U.S. Treasury securities) reminiscent of the eurozone crisis. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Oct

  5

  2010

  Comparing Recessions: U.S. "Great Recession" vs. Japanese "Lost Decade"

  A spate of economic data raised concerns that the U.S. economy is facing a “lost decade” like the one Japan experienced from 1991-2001. While we see similarities, a closer look reveals significant differences which we believe ultimately render them uncomparable. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Sep

  27

  2010

  Macro-Dominated Markets and Spiking Correlations: Current Challenges and Future Opportunities

  A recent article in The Wall Street Journal focuses on how macroeconomic themes are currently a driving force in U.S. financial markets, much to the frustration of stock pickers. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• May

  7

  2010

  An Update on the Greek Sovereign Debt Crisis

  In the past few weeks, concerns about whether or not Greece will default on payments related to its sovereign debt have reached a fever pitch. The Dow Jones Industrial Average plunged nearly 1,000 points before recovering significantly, ending the day down just over 300 points. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Nov

  17

  2009

  Poll results: Globally, LDI Has Entered the Mainstream

  This poll examines how feelings around LDI strategies have changed over the past three years. [... More]

  Article Types:Knowledge Center,Audience:Client,Audience:Employee,Audience:Press,Audience:Prospect,Categories:Institutions,Categories:Institutions.Strategic Perspectives,Content Types:Quick Poll
• Oct

  31

  2009

  Strategic Management

  As a result of last year’s market turmoil, plan sponsors need to revisit their asset allocation and liabilities. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Institutions,Categories:Institutions.Investment Management,Categories:Institutions.Markets and Economy,Categories:Institutions.Strategic Perspectives,Content Types:Commentary
• Aug

  24

  2009

  Poll Results: Market Turmoil Drives Change for DB Plans Around the World

  The Pension Management Research Panel conducted a global Quick Poll with a goal of determining what changes pension executives are currently making and what the expectations are moving forward. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Institutions,Categories:Institutions.Investment Management,Categories:Institutions.Markets and Economy,Content Types:Quick Poll
• Feb

  25

  2009

  Poll Results: How Are Pensions Around the World Responding?

  The Pension Management Research Panel recently conducted a global Quick Poll of pension executives from five markets, examining the extent of the impact last year had on organizations managing pensions and how they are responding to ongoing worldwide investment volatility. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Institutions,Categories:Institutions.Investment Management,Categories:Institutions.Markets and Economy,Content Types:Quick Poll
• Feb

  23

  2009

  How Market Turbulence is Impacting Jewish Affiliated Nonprofits

  The Nonprofit Management Research Panel recently conducted a Quick Poll of executives and investment committee members responsible for overseeing investment portfolios for Jewish affiliated nonprofit organizations. The reality is that Jewish affiliated organizations face unique needs and challenges during an extremely demanding period for investment management. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Institutions,Categories:Institutions.Investment Management,Categories:Institutions.Markets and Economy,Content Types:Quick Poll
• Oct

  27

  2008

  Presidential Elections and the Stock Market

  As volatile as the markets and economy have been, investors wonder what a victory for either candidate might mean to them financially. While that is nearly impossible to predict with any sense of certainty, history can tell us a great deal about how the equity markets have reacted post election. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Content Types:Commentary