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Featured commentaries

October 6, 2025

Quarterly economic outlook: The world just keeps truckin’ on.

A summary of our key perspectives.

October 3, 2025

SEI Forward.

Risk assets continued their ascent during the third quarter.

All commentaries

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August 8, 2025

Central bank depository.

A surprisingly sharp downward revision in U.S. job growth enhances the likelihood that the FOMC will reduce the federal-funds rate.

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August 6, 2025

“One Big Beautiful Bill Act.”

Uncertainty makes tax planning difficult, but the nearly 900-page “One Big Beautiful Bill Act” (OBBBA)1 signed on July 4, 2025, offers some long-awaited clarity.

Colored blocks tumble across a pink background
July 10, 2025

Global markets power through persistent volatility.

Global equities, as measured by the MSCI ACWI Index, rose sharply during the second quarter of 2025, as the administration of U.S. President Donald Trump announced progress on trade deals with major trading partners, most notably China.

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July 2, 2025

SEI Forward.

Markets scaled a wall of worry in the second quarter of 2025—geopolitics took center stage from tariff turbulence.

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July 1, 2025

Quarterly economic outlook: Uncertainty reigns supreme.

Today, more than ever, we encourage diversification across geographies as well as across sectors and asset classes.

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June 26, 2025

Central bank depository.

Central banks navigate fluctuating U.S. trade policy.

Colorful wooden blocks arranged in a ripple pattern.
June 24, 2025

After the attack: What comes next?

The U.S. attack on Iran’s nuclear facilities has significantly increased geopolitical risk.

Wood blocks with painted arrows pointing in all four directions.
June 6, 2025

Stocks rise despite U.S. trade policy concerns.

Global equities, as measured by the MSCI ACWI Index, rose sharply in May despite periods of volatility.

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May 18, 2025

U.S. trade policy concerns lead to market volatility.

Global equities, as measured by the MSCI ACWI Index, saw a modest overall upturn in April.