Knowledge Centre

The Knowledge Centre is 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.

    • 13 December 2011
    • The European Union’s ‘Fiscal Compact’—More of the Same
    • While the latest European Union (EU) framework for addressing the eurozone’s government debt crisis should buy more time, it does not solve the underlying problems. The summit exposed some interesting political rifts, but we believe that current speculation on the euro’s inevitable demise is overdone. [... More]
    • 22 November 2011
    • Super Committee: Not-So-Super Results
    • The Joint Select Committee on Deficit Reduction—more commonly known as the "Super Committee"—has failed to achieve voluntary reductions to the deficit. This will result in a series of automatic spending cuts. SEI expects to see short-term market volatility as legislators continue to grapple with the challenges of deficit reduction. We do not see any need to make changes to our current investment positioning as a result of the Committee’s inaction. [... More]
    • 14 July 2011
    • Second Quarter 2011 Market Update
    • The good news currently balances out the bad news, with resilient global growth trumping higher energy costs and the disruption to global supply chains. We favour a tilt toward U.S. equities, despite the country's debt burden. [... More]
  • Knowledge Center Archive