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]
Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
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]
Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
The short-lived exuberance over the latest rescue proposal for Greece has been replaced by anxiety over the funding woes faced by other European governments, most notably Italy, the eurozone’s third largest economy. [... More]
Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
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]
Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Content Types:Commentary
In recent weeks, major credit rating agencies have expressed renewed concern over the financial outlook for the U.K., perhaps eventually losing its AAA rating. What are the implications for investors? [... More]
Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
Investors began to fret about disappointing economic data releases and the resurfacing of sovereign debt fears in the eurozone. However, corporate earnings results continued to exceed expectations and, on the whole, sentiment remained generally buoyant. [... More]
Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
Clearly, the most obvious answer to this question is that a good investment manager is one who consistently meets or exceeds their performance objectives. [... More]
Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:Institutions,Categories:Institutions.Investment Management,Categories:Institutions.Strategic Perspectives,Content Types:White Paper
The Global Equity environment has evolved significantly over the last couple of years and continues to do so at a rapid pace. The decision to invest in equities outside of South Africa has long carried sound theoretical and actual benefits for South Africans. [... More]
Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:Institutions,Categories:Institutions.Investment Management,Categories:Institutions.Strategic Perspectives,Content Types:White Paper
While the active versus passive debate continues, we explore the issues relating to this and illustrate how passive investing measures up against active management in various market conditions. [... More]
Article Types:Knowledge Center,Audience:Prospect,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Institutions.Strategic Perspectives,Content Types:Commentary