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 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.[... More]
While developed market equity valuations are somewhat elevated and credit spreads narrow, we think it’s premature to adopt a strongly defensive investment stance. We think there is still substantial room for equities to run to the upside. In fixed-income markets, we know better than to bet against the power of the world’s central banks. One thing is clear: equity markets in the advanced economies remain dependent on earnings growth. A turnaround in Europe is one of the keys to global market performance in the months ahead. [... More]
Japanese equity markets have stalled following a strong rally in 2013. The short-term outlook for Japanese equities is generally positive, but faces challenges. We are optimistic on the long-term prospects for Japan and are evaluating the opportunities. [... More]
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. [... More]
Economic growth showed measured improvement globally, and inflation remained below target in most regions. Most major bond markets—U.S., U.K., Japan and the eurozone—saw government bond yields fall, while global equity markets were again positive. While not as robust early in 2014 as they were last year, we believe equities have held up quite well in the face of political tensions and emerging-market growth concerns. [... More]