Knowledge Centre

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.

  • Aug
    13
    2014

    Annual Market Commentary - Second Quarter 2014

    Economies around the world continued to show signs of improvement in the third quarter of 2013, overcoming market volatility around the U.S. Federal Reserve’s next moves, the possibility of military intervention in Syria (in the early part of the quarter) and on-going woes in emerging markets. While positive developments were most notable in the U.S. and Japan, Europe also witnessed some signs of stabilisation and the U.K. appeared to be on an unexpectedly strong growth trajectory.

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  • Jul
    24
    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
    22
    2014

    Economic Outlook: And the Music Plays On

    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]

  • Jul
    21
    2014

    Japan: Value Trap or Opportunity

    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]

  • Jul
    21
    2014

    Quarterly Market Commentary - Second Quarter 2014

    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]

Knowledge Center Archive