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Thought leadership and tools to help elevate the conversation and provide opportunities to connect.

factor-computer-digital_3
1 July, 2026

It’s a one-trick pony market.

QiM Fact(or) Sheet

IFA_Co_CIO_group_talking
bulb-on
29 June, 2026

Rethinking your centralised investment proposition.

Evaluating if your proposition still delivers—and what to do next.

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1 June, 2026

47 Countries. 11 Sectors. 1 Trade.

QiM Fact(or) Sheet

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29 May, 2026

Stock-based compensation and the illusion of cheap cash flow.

Reported free cash flow can mask meaningful economic differences across companies. Adjusting for dilution can materially change valuation rankings and factor signals.

factor-computer-digital_3
1 May, 2026

Spending Today, Earnings Tomorrow?

QiM Fact(or) Sheet

rising_bars_inflation
file-article
9 April, 2026

Inflation shocks and equity factor returns.

For investors concerned with portfolio positioning through inflation shocks, the short- and medium-term behaviour of equity factors matters.

factor-computer-digital_3
1 April, 2026

It All Got Complicated

QiM Fact(or) Sheet

factor-computer-digital_3
2 March, 2026

When Moats Dry Up, Mud Remains

QiM Fact(or) Sheet

factor-computer-digital_3
3 February, 2026

Show me your ROI

QiM Fact(or) Sheet

Important information:

Information provided by SEI Investments (Europe) Ltd (“SIEL”), a registered investment adviser and wholly owned subsidiary of SEI Investments Company. Investing involves risk including possible loss of principal.