Knowledge Centre
The Knowledge Centre offers a wealth of information regarding managing your customer relationships, money and your business.
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- Market Update: 5 March 2010
5 March 2010
Our weekly market update on the economy, stocks, and bonds.
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- Market Update: 26 February 2010
26 February 2010
Our weekly market update on the economy, stocks, and bonds.
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- Commentary: January 2010 Market Update
24 February 2010
Global equity markets fell on concerns that tighter regulations will stymie growth, Greek government bonds were downgraded and Japanese government bonds were warned of a possible downgrade, and the Japanese yen and the U.S. dollar strengthened against sterling and the euro.
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- Market Update: 19 February 2010
19 February 2010
Our weekly market update on the economy, stocks, and bonds.
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- Market Update: 12 February 2010
12 February 2010
Our weekly market update on the economy, stocks, and bonds.
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- Market Update: 05 February 2010
05 February 2010
Our weekly market update on the economy, stocks, and bonds.
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- Market Update: 29 January 2010
29 January 2010
Our weekly market update on the economy, stocks, and bonds.
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- Fourth Quarter 2009 Market Update
18 January 2010
SEI believes there have been continued signs of improvement in the world economy during the past quarter, which should keep the recovery in the global financial markets on track, although the pace of gains is likely to be more tempered in the months ahead.
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- Market Commentary – November 2009
18 December 2009
SEI believes there have been sufficient signs of improvement in the world economy in recent months to keep the recovery in the global financial markets on track, although the pace of gains is likely to be more tempered in the months ahead.
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- Market Commentary: October 2009
18 November 2009
We believe there have been sufficient signs of improvement in the world economy in recent months to keep the recovery in the global financial markets on track, although the pace of gains is likely to be more tempered in the months ahead. In particular, we would expect to see a more balanced performance between high- and low-quality stocks, large versus small companies and developed versus emerging markets.
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- Market Commentary: Third Quarter 2009
28 October 2009
Economic improvement, rising risk appetite and low rates fuel search for higher returns; riskier segments of the stock and bond markets lead performance in the third quarter.
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- Commentary: Global Banks and Systemic Risk
22 October 2009
There was a time when global banks, these large multi-national financial institutions with asset sizes in the trillions of dollars, were lauded for their acumen in growing assets, diversifying their portfolio across the globe and having the scale to exercise market-moving trades. What became clear in the last two years was the ripple effect that these banks can have across their peers and the entire financial market when they crash.
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- Commentary: Oil Prices and the Economy
28 September 2009
The Global Portfolio Strategies Team has published an article exploring the prospect for a longer-term trend of rising oil prices to create headwinds for U.S. economic growth.
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- Market Commentary: August 2009
10 September 2009
SEI believes the global economy is going through a healing process, with growth continuing in the developing economies of the world and signs of improvement in developed economies. Over the next year, SEI expects to see decent economic growth across the globe and a rebound in corporate profits. However, as we approach 2010, there will be some headwinds.
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- Market Commentary: July 2009
18 August 2009
The global economic recession may still be with us, but in SEI’s view, it has eased considerably in recent months.
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- Commentary: Second Quarter 2009
20 July 2009
“Less bad” news fuels a surge in investor risk appetite in second quarter.
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- Stimulus Package: An Overview and Outlook
13 March 2009
At the present time, we see nothing in the stimulus package that would lead to changes in our asset allocation recommendations. Active managers can be expected to find opportunities in this environment.
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- Commentary: A Brief History of US Economic Crises: 1929 - Present
10 December 2008
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While no two economic crises have been alike, one factor that they share is that they have all ultimately ushered in a new age of economic growth and prosperity of varying length—hopefully with many lessons learned.
- Commentary: Update on Commercial Mortgage-Backed Securities: December 2008
December 2008
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The recent spread widening in the commercial mortgage-backed securities sector has been driven more by forced selling and the drying up of liquidity than by deterioration of credit fundamentals. That is not to say that the fundamental credit outlook for the commercial real estate sector is positive.
- Commentary: Timeline of Government and Central Bank Action To Address the Credit Crunch
November 2008
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SEI has created a timeline of action taken by governments and central banks of the US, UK and Europe to deal with the continuing credit crisis. This is not meant to be an exhaustive list of every action taken, but should include all significant steps taken.
- Commentary: Presidential Elections and the Stock Market
27 October 2008
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As volatile as the markets and economy have been, investors wonder what a victory for either candidate might mean to them financially. While that is nearly impossible to predict with any sense of certainty, history can tell us a great deal about how the equity markets have reacted post election.
- The War for Talent - 2007 Q3 Relationship Manager Quick Poll Results
SEI recently conducted a Private Banking Quick Poll that indicates Relationship Managers are more strongly motivated to stay at their current job based on their employer's culture versus their compensation.
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