Financial Advisors Knowledge Center
The SEI Advisor Network publishes a wealth of information to keep advisors in-the-know about the latest investment trends, market insights and technology tips.
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- Podcast: February 2010 Jobs Data
11 March 2010
February’s payroll report was the most widely talked-about release so far this year. While the recovery will take some time, we believe we are getting close to the tipping point where the labor market will start to add jobs. There is a high likelihood that we may see job growth as soon as next month. The question is whether or not this job creation will be sustainable.
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- Podcast: February 2010 Market Recap
11 March 2010
Changes within the economic climate continued to affect the fixed-income markets. Pockets of weakness still exist in the labor market, housing market and consumption figures, unsettling many market participants. Although these negative trends are not new, there was hope that they would show consistent signs of improvement.
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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 and Performance 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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- Podcast: January 2010 Market Recap
18 February 2010
The economic landscape continues to show signs of improvement. As the economy recovers, the overall tone of the fixed-income market remains upbeat, despite hiccups along the way.
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- Podcast: January 2010 Jobs Data
12 February 2010
Even without the expansion in employment, the overall tone of the report was positive, headlining with the fact that the unemployment rate ticked lower to 9.7%.
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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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- Podcast: January 2010 Federal Open Market Committee Meeting and Initial Market Reaction
05 February 2010
Plain and simple, there were three points that needed to be covered by the FOMC. First, the Committee needed to provide comments around inflation and confirm that the inflation environment remains benign. Second, language in the FOMC’s statement around the intent of the Committee to hold rates at a low level for an extended period of time needed to remain intact. And lastly, it was necessary to confirm that the economy continues to strengthen and that the Committee remains cautiously optimistic regarding the economy.
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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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- 2010 Economic Outlook
03 February 2010
We expect a sustained economic recovery in 2010, although there remain obvious areas of weakness — the household sector, small business, state and local governments and construction. Download our 13-page commentary.
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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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- Commentary: Fourth Quarter 2009 Market and Performance 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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- Podcast: December 2009 Jobs Data
13 January 2010
Overall, the report was a mixed bag, with the overriding tone continuing to be negative and the unemployment rate holding steady at 10%. However, a glimmer of hope could be found in November’s revision from a loss of 11,000 jobs to an increase of 4,000, which was the first time we have seen job growth since December 2007.
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- Podcast: Themes for 2010: Hoping for Less Excitement
08 January 2010
The year 2010 will likely be a “rebuilding year,” as market participants continue to put the pieces back together. We should see a continued recovery within both the markets and the economy, albeit at a slower and choppier pace than most would like.
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- Podcast: December 2009 Federal Open Market Committee Meeting and Initial Market Reaction
21 December 2009
Expectations within the investment community were pretty much unanimous that the Committee would leave the overnight lending rate unchanged at the range of zero to 25 basis points. Since this was already widely anticipated, investors were really looking for clarity and guidance.
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- Commentary: November 2009 Market and Performance Update
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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- Podcast: November 2009 Market Recap
15 December 2009
Risk appetite has returned, which can be seen from the performance of the equity markets and high-beta credit names. However, setbacks are expected—for example, Dubai World announced it may need to restructure its debt to avoid missing coupon and interest payments. Hopefully, this is an isolated incident and not the start of a domino effect.
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- Podcast: November 2009 Jobs Data
11 December 2009
The Treasury market will remain volatile in upcoming weeks as we approach year end. Economic data is likely to remain choppy, sending mixed signals to investors.
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- Commentary: October 2009 Market and Performance Update
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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- Podcast: October 2009 Jobs Data
16 November 2009
After a modest rise in September, October’s non-farm payroll number showed some signs of improvement. However, improvement is in the eye of the beholder, as it is difficult to view a loss of this magnitude in a positive light.
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- Podcast: October 2009 Market Recap
16 November 2009
Historically, October is a challenging month, and October 2009 was true to form. Greater volatility, wider bid/ask spreads and an overall thin market have created this year’s hurdles.
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- Commentary: Third Quarter 2009 Market and Performance Update
28 October 2009
A combination of improvement in economic indicators and an increasing appetite among investors to take on additional risk continued to drive stock and bond markets higher over the third quarter.
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- Commentary: August 2009 Market and Performance Update
16 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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- Commentary: July 2009 Market and Performance Update
18 August 2009
In SEI’s view, the global economic recession may still be with us, but it has eased considerably in recent months.
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- Commentary: Second Quarter 2009 Market and Performance Update
20 July 2009
“Less bad” news fuels a surge in investor risk appetite in second quarter.
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- Commentary: Stop Bashing the Buck
16 July 2009
In our opinion, deficit spending and aggressive monetary easing have been appropriate responses to the crisis, preventing an even steeper downturn (and the associated revenue drain from the government’s coffers) than might have otherwise occurred.
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- Help Investors Overcome Irrational Behavior with Goals-Based Investing
- A fresh approach to investing that benefits investors and advisors alike. [... More]
- Goals-Based Investing: Now More Important Than Ever
- A short video overview highlighting the beneftis of a goals-based approach to investing. [... More]
- Commentary: May 2009 Market and Performance Update
12 June 2009
Good news trumps bad news amid mixed economic signals.
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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: Commercial Mortgage-Backed Securities
10 December 2008
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The recent spread widening in the commercial mortgage-backed securities sector has been driven more by technical conditions, rather than a real 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 Central Bank and Government Action During Credit Crisis
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 through November 7, 2008.
