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Our monthly market commentary for July 2025.
A surprisingly sharp downward revision in U.S. job growth enhances the likelihood that the FOMC will reduce the federal-funds rate.
Global equities, as measured by the MSCI ACWI Index, rose sharply during the second quarter of 2025.
Businesses, households, economists, central bankers, and investors are firmly in wait-and-see mode.
Insights from a fireside chat between Ryan Hicke, CEO of SEI, and Gunjan Kedia, CEO of U.S. Bank.
Today, more than ever, we encourage diversification across geographies as well as across sectors and asset classes.
Markets scaled a wall of worry in the second quarter of 2025—geopolitics took center stage from tariff turbulence, while equity markets rallied sharply from the post “Liberation Day” lows.
Central banks navigate fluctuating U.S. trade policy.
Global equities, as measured by the MSCI ACWI Index, rose sharply in May despite periods of volatility.
