INVESTMENT ADVISORS

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  • Jul
    23
    2014

    The Ongoing Conflict in Eastern Ukraine

    The situation in eastern Ukraine has continued to deteriorate, and resolution remains a long way off. It’s not yet clear if the recent downing of a civilian aircraft will serve to escalate or de-escalate the conflict. Our Funds remain well diversified, and both SEI and its managers are watching developments closely.

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  • Jul
    11
    2014

    Second Quarter 2014 Market and Performance Update

    Uneven worldwide economic growth has resulted in global monetary policy at various stages of ebb and flow. Global inflation pressures may begin to weigh on accommodative central banking. Most developed-market equities continue to see earnings growth. A turnaround in Europe is one of the keys to global market performance in the months ahead.

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  • Jul
    11
    2014

    Economic Outlook: And the Music Plays On

    Equity markets are sitting at record highs and bond markets continue to defy gravity. The big question should be obvious: how much longer can it last?

    While developed market equity valuations are somewhat elevated and credit spreads narrow, we think it’s premature to adopt a strongly defensive investment stance. The global economy continues its slow recovery process, and there has rarely been a time when the world’s central banks have been as active in their efforts to support economic recovery and growth as they are presently.

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  • May
    12
    2014

    April 2014 Monthly Market Commentary

    Economic growth remains mixed across the globe, and inflation was tame in most regions. Most major bond markets—U.S., Canada, U.K., Japan and the eurozone—experienced a modest decrease in government bond yields. Global equity markets showed impressive resiliency and were again positive. While global equity markets have not been as robust early in 2014 as they were last year, we believe they have held up quite well in the face of political tensions and emerging-market growth concerns. [... More]

  • May
    5
    2014

    Russia - Balancing the Risks against the Realities

    Russian involvement in Ukraine’s political upheaval has escalated since the beginning of 2014, fostering a diplomatic conflict with Europe and the U.S. Developments on the ground in Ukraine indicate a complex and volatile situation that seems likely to persist for some time. For global investors, the situation shines a light on the constant need to assess a wide variety of risks while balancing them against long-term return objectives. [... More]

  • Apr
    8
    2014

    First Quarter 2014 Market and Performance Update

    Optimism continued in advanced economies, while emerging economies faced multiple challenges. Easing of inflation pressures around the world should keep global monetary policies accommodative. Global equities reached positive territory by quarter end, while fixed income gained as interest rates generally fell.

    [... More]

  • Apr
    7
    2014

    An Economic Thaw, but a New Cold War

    Global stock markets bounced higher following a brief dip in the latter part of January, with the U.S. leading the way. The ability of equities to quickly overcome periodic stumbles (in the U.S. and other developed markets, at least) underscores investors’ willingness to assume risk even when economic and geopolitical uncertainties are on the rise. The fact that developed market equity pullbacks remain brief and shallow suggests that the rotation out of cash and fixed-income assets and into stocks is still very much in play. 

    [... More]

  • Mar
    11
    2014

    February 2014 Monthly Market Commentary

    Economic data remained mixed in the U.S., despite some positive forward-looking indicators. Ongoing strength was seen in the U.K. and Japan, along with pockets of both resilience and weakness in Europe. Global bond yields were generally steady in the month following a resetting of levels in January. Global equity markets strongly rebounded as investor optimism was particularly strong across European markets.With positive economic growth in Europe and solid earnings reports from U.S. companies, there is plenty of optimism that 2014 will be a decent year.

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  • Mar
    4
    2014

    Escalating Turmoil in Ukraine

    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]

  • Feb
    13
    2014

    Video: Bernanke Passes the Torch: A Change in Leadership but Probably Not Policy

    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]

  • Feb
    7
    2014

    January 2014 Monthly Market Commentary

    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.

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  • Feb
    7
    2014

    Volatility is...Normal

    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]

  • Jan
    6
    2014

    Fourth Quarter Economic Outlook - Partying Like It's...2013?

    We’re confident that global economic growth will accelerate in 2014, led by the U.S. with important assists from other developed countries. China also should maintain a vigorous growth rate, helping to sustain global trade. We expect the U.S. Federal Reserve to continue to slowly ease stimulus efforts, while the eurozone is likely to remain troubled.

    [... More]

  • Dec
    6
    2013

    November 2013 Monthly Market Commentary

    Accommodative monetary policies by most global central banks remain in place, with the European Central Bank taking additional steps to aid the eurozone’s recovery. Global fixed-income markets dipped, with emerging market debt retreating much more than investment-grade bonds.  Global equities generally gained, led by the traditional growth sectors of health care, information technology and consumer discretionary.

    [... More]

  • Nov
    11
    2013

    October 2013 Monthly Market Commentary

    Global central banks maintained accommodative monetary policies in an effort to stimulate economic growth. A temporary U.S. government shutdown did not derail the year-to-date rally in global equity markets. Global fixed-income and equity markets were positive for the month, with equity’s leadership supported by the rebound in emerging-market equities.

    [... More]

  • Oct
    15
    2013

    Third Quarter 2013 Market Commentary

    The quarter ended with the focus firmly on the U.S. and its upcoming fiscal negotiations. The global fixed-income and equity markets faltered in August, but gained for the quarter as a whole.

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  • Oct
    15
    2013

    Goals-based Investing Goes Mainstream?

    An unprecedented period of market volatility, including the collapse of financial institutions and a meltdown of the mortgage and housing markets has caused many investors to heighten their focus on personal investment goals. In response, many investors and financial services firms are looking to redefine their investment strategies.

    [... More]

  • Oct
    9
    2013

    The U.S. Debt Ceiling Redux: A Time for Calm, Responsible Money Management

    While U.S. political shenanigans are causing volatility, markets have performed well year-to-date.With the threat of a government default in the U.S., stress tests conducted by SEI indicate our U.S. strategies should perform in line with the market.

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  • Oct
    3
    2013

    Government Shutdown—Prelude to Disaster or Opportunity?

    Intense political bickering has resulted in a temporary government shutdown. We believe the U.S. debt ceiling and spending sequester could do far more damage than a temporary shutdown.

    [... More]

  • Oct
    2
    2013

    Economic Outlook: The Fed Goes Taperless

    The Portfolio Strategies Group recently released its third-quarter 2013 Economic Outlook. Outside the U.S., less-bad economic data is coming out of the eurozone, with the bulk of the improvement in the consumer and business sentiment numbers and in the purchasing manager surveys.

    [... More]

  • Sep
    11
    2013

    August 2013 Monthly Commentary

    Generally positive economic news from developed countries helped set the tone for the month, while reassurance from the U.S. Federal Reserve calmed markets and suppressed volatility. Global fixed-income and equity markets recovered from the May/June swoon, with equities maintaining their edge.

    [... More]

  • Sep
    6
    2013

    Implications of Potential Military Action Against Syria

    The question of possible military intervention in Syria is complex, dynamic and still unfolding. Barring an unforeseen and highly improbable turn of events, the matter should have no lasting market impact.

    [... More]

  • Jul
    18
    2013

    Economic Outlook: Reading the Taper

    The increased volatility in both stocks and bonds has been unnerving but opens up investment opportunities. It provides a catalyst to reassess basic assumptions and determine where investment opportunities now lie.

    [... More]

  • Jul
    10
    2013

    Second Quarter 2013 Market Commentary

    Japan hit the headlines in early April by publicising dramatic quantitative easing initiatives, while the U.S. Federal Reserve shocked the markets in mid May, announcing that their asset purchase programme could taper off sooner than expected.

    [... More]

  • Jun
    14
    2013

    May 2013 Monthly Commentary

    The U.S. Federal Reserve shocked the markets by announcing that its asset purchase program could taper off sooner than expected. Despite the resulting market volatility, SEI expects the U.S. bull market to continue. Global-equity and fixed-income markets both declined, although equities maintained their edge. Despite broader market declines, the appetite for risk continued, favoring high-yield bonds within fixed income, and cyclical sectors within equities.

    [... More]

  • 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.

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  • Nov
    16
    2012

    Video: Presidential Election Impact and Post-Election Challenges

    With the campaign season now in the rearview mirror, the U.S. economy turns its attention to some of the challenges that await. [... More]

  • 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]

  • Aug
    9
    2012

    Standard Chartered Scandal to Have Little Impact on SEI Funds

    On August 6 New York’s bank regulator threatened to revoke Standard Chartered PLC’s state license for alleged money-laundering violations involving Iran.  This is the latest shoe to drop in the U.K. banking scandals that have also involved Barclays and HSBC. SEI has only a 0.01% position in a single fund (EAFE Equity), so the scandal will have no material impact. [... More]

  • 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]

  • 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]

  • 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]

  • 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]

  • 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]

  • 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]

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