Knowledge Centre

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.

• May

  1

  2013

  Economic Outlook: Investors Keep Calm and Carry On

  Although Europe is a mess, the U.S. markets keep growing. Can the growth continue? While past performance is no guarantee of future results, there are some signs that the answer is “yes.”   

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• May

  1

  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 in the quarter and outperformed the fixed income market. Risk appetite was apparent in the global fixed income markets and high yield bonds performed well.

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• May

  1

  2013

  Long-term Returns: Bonds Versus Stocks

  Since the early 1980s, the interest rates on the European and U.S. government bond markets have dropped sharply, boosting bond returns. Depending on the period on which we look back, long-term bonds (with maturity dates longer than 10 years) have returned more than stocks, and with a much lower volatility. It is very unlikely that returns on long-term bonds in the next 10, 20 or even 30 years will beat stock returns again as the upward price potential for bonds is limited (while it is not for shares).

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• Apr

  3

  2013

  The U.S. Mortgage Market - Opportunity in the Wake of Crisis

  The bubble and crash in the U.S. residential mortgage market resulted from a multitude of factors. The crash created widespread panic, a dramatic decline in asset values, and ultimately, opportunity. SEI’s SGMF US Fixed Income Fund has benefitted, and we believe opportunities remain in the mortgage sector.

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• Apr

  2

  2013

  Europe Still Sour But Japan Sweetening?

  The U.K. economy remains in the doldrums along with much of Europe. The political turmoil in Italy adds a new twist to the financial crisis saga at a time when the eurozone economy is sagging badly. The rally in the Japanese stock market remains robust and the selection of Haruhiko Kuroda as the governor of the Bank of Japan ensures that the central bank will pursue a more aggressive monetary path. SEI is maintaining current active tilts in our investment strategies, and we are watching for an entry point to increase our weighting to equities versus bonds.

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Knowledge Center Archive