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.

  • Jun
    19
    2014

    Monthly Market Commentary - May 2014

    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]

  • May
    22
    2014

    Monthly Market Commentary - April 2014

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

  • Apr
    25
    2014

    Annual Market Commentary - March 2014

    For the twelve month period ending 31 March, global high-yield debt performed particularly well, while emerging-markets debt and global government bonds suffered declines. Despite recent volatility, especially within emerging markets, the MSCI AC World Index remains near an all-time high.

    [... More]

  • Apr
    15
    2014

    An Economic Thaw, but a New Cold War

    It’s hard to keep a good bull down, but every once in a while it needs to catch its breath. Equities have turned a bit more volatile this year—and for good reason. [... More]

  • Apr
    10
    2014

    SEI Sees Value in Emerging Europe

    Emerging market equity valuations have fallen well below those of most developed markets. With a couple of exceptions, emerging Europe is especially attractive compared to other markets and its own history. In response, the SEI Global Unconstrained Alpha Equity Fund (the “Fund”) is allocating to a specialist manager in that region. 

    [... More]

Knowledge Center Archive