Knowledge Centre Archive

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    • 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]
    • 16 November 2011
    • Italian Government Debt Selloff Highlights Global Concerns
    • The short-lived exuberance over the latest rescue proposal for Greece has been replaced by anxiety over the funding woes faced by other European governments, most notably Italy, the eurozone’s third largest economy.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]
    • 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]
    • 20 June 2011
    • U.K. Government Debt Downgrade: Would it Matter to Investors?
    • 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]
    • 13 June 2011
    • May 2011 Market and Performance Update
    • 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]
    • 30 September 2008
    • What Makes a Good Manager?
    • 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]
    • 30 June 2008
    • Global Equity: Not Just a Manager Choice
    • 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]
    • 11 January 2007
    • Active vs. Passive
    • 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]