Perspectives on industry challenges and opportunities affecting you and your clients.
Below are our five most recent Knowledge Center materials. To view all materials, as well as filter by the markets we serve and by material type, please visit our Knowledge Center Archive.
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.[... More]
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]
It’s a truism in our industry that the quality of client service is critical to investor satisfaction and to investment managers’ competitiveness. How are today's managers measuring up?[... 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 favourable view of emerging equities, as we believe catalysts will materialise 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]