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April 30, 2025

Tariffs and trade wars and bears, oh my!

Recent weeks have clearly reminded us that we always face the risk of (sometimes severe) market turbulence.

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April 15, 2025

Tariffs have roiled capital markets

With the advent of the Trump 2.0 tariffs, it’s fair to say that the global economy is now in the midst of a widespread and potentially brutal trade war.

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April 11, 2025

Tariff turmoil: What's happening in the global economy?

Negotiations are in order while trade tensions between the U.S. and China continue to escalate.

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April 11, 2025

The bottom line on tariffs

What tariffs really mean for prices, profits, and portfolios—and how to talk about them with clients.

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April 11, 2025

Tariffs, uncertainty, and inflation

History has shown that staying the course often leads to better outcomes than trying to time the market.

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April 9, 2025

Quarterly market commentary: first quarter 2025

Global equity markets, as measured by the MSCI ACWI Index, posted modest losses for the first quarter of 2025.

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April 7, 2025

Canada quarterly economic outlook

We recap the current state of the trade war and discuss potential impacts.

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April 7, 2025

Tariffs tax equity markets

President Trump’s “liberation day” tariff announcement has been anything but liberating for investors.

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April 3, 2025

SEI Forward

Uncertainty is one of the clear certainties of capital markets.