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Uneven worldwide economic growth has resulted in global monetary policy at various stages of ebb and flow. Global inflation pressures may begin to weigh on accommodative central banking. Most developed-market equities continue to see earnings growth. A turnaround in Europe is one of the keys to global market performance in the months ahead.[... More]
Sean Simko, managing director of SEI Fixed Income Portfolio Management, discusses how central bank policy changes affect bond markets and factor into fixed income investment decisions. [... More]
Equity markets are sitting at record highs and bond markets continue to defy gravity. The big question should be obvious: how much longer can it last?
While developed market equity valuations are somewhat elevated and credit spreads narrow, we think it’s premature to adopt a strongly defensive investment stance. The global economy continues its slow recovery process, and there has rarely been a time when the world’s central banks have been as active in their efforts to support economic recovery and growth as they are presently.[... More]
Japanese equity markets have stalled following a strong rally in 2013. The short-term outlook for Japanese equities is generally positive, but faces challenges. We are optimistic on the long-term prospects for Japan and are evaluating the opportunities.[... More]
The final paper of the 2014 series takes an in-depth look at what behaviors and circumstances would trigger Futurewealthy clients to refer friends and colleagues to their wealth manager.[... More]