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May 8, 2025

Central banks depository: May 2025

Banking on trade policy uncertainty.

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May 7, 2025

“Chimerica” consciously uncouples

That symbiotic, yet unsustainable, relationship started fraying about 15 years ago in the aftermath of the financial crisis.

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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.

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April 2, 2025

Quarterly economic outlook

The optimism among U.S. investors that greeted Trump’s election has completely unwound.

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March 25, 2025

Central bank depository March 2025

The uncertainty surrounding the Trump administration’s tariffs led the BOC to cut its policy rate.

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March 14, 2025

Uncertainty has U.S. stocks on the defensive

Uncertainty in capital markets is running rampant and putting U.S. stocks on the defensive.

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March 10, 2025

Global equity markets get in the mix amid volatility

February market commentary.

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March 7, 2025

Trump trade war whiplash.

President Trump’s trade war with two close U.S. allies and China is constantly in flux.

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February 27, 2025

Navigating the future of alternative investments and financial services.

How advisors can bridge the education gap for better portfolio diversification.

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February 10, 2025

Stocks begin 2025 on a positive note.

Global equity markets garnered positive returns in January, as investors’ confidence was buoyed by generally favourable economic data and upbeat corporate earnings news.