Commentaries

Monthly Market Commentary : Equity markets waffled ahead of U.S. elections.

October 2024

Trump wins U.S. election.

November 2024

Hedge fund replication and liquid alternatives.

October 2024

Quarterly Market Commentary: Central banks get on the cutting edge.

Third Quarter 2024

SEI Forward.

Third Quarter 2024

Allocating to Liquid Alternatives.

September 2024

Monthly Market Commentary : Equity markets go to extremes but come out ahead.

August 2024

Pullback in risk assets: Sound and fury, signifying nothing?

August 2024

Pullback in risk assets: Sound and fury, signifying nothing?

August 2024

Monthly Market Commentary: Investors rotate and stocks gyrate.

July 2024

Quarterly Market Commentary: Despite a mixed quarter, stocks maintain their lead at halftime

Second Quarter 2024

SEI Forward.

Second Quarter 2024

Monthly Market Commentary: Stocks move higher in May despite a late glitch

May 2024

Monthly Market Commentary: Stocks fall on diminishing prospects for Fed rate cuts

April 2024

Quarterly Market Commentary: Stocks rise on hopes that central banks will make the cut

First Quarter 2024

SEI Forward

First Quarter 2024

Correlation anxiety and the reality of diversification

April 2024

Monthly Market Commentary : Stocks earn their way to a rally.

February 2024

Monthly Market Commentary : Global market performance diverges amid volatility.

January 2024

Quarterly Market Commentary: Markets rally on hopes for pivotal moves by central banks"

Fourth Quarter 2023

SEI Forward.

Fourth Quarter 2023

Monthly Market Commentary: Investors look to central banks to pilot a soft landing.

November 2023

Monthly Market Commentary: Worries on multiple fronts weigh on the markets.

October 2023

Is now the time to step back into bonds?

October 2023

SEI Forward.

Third Quarter 2023

Israel-Hamas war leaves markets little moved

October 2023

Quarterly Market Commentary :Stocks retreat on higher-for-longer interest-rate fears.

Third Quarter 2023

Capital market assumptions update.

September 2023

Monthly Market Commentary: Stocks retreat on news from the Fed and China

August 2023

Monthly Market Commentary: The economics of optimism.

July 2023

Commodities set to keep inflation hot

July 2023

SEI forward.

Second Quarter 2023

Quarterly Market Commentary : Stocks grab a lead at the half.

Second Quarter 2023

Deglobalization: Opportunities in China.

June 2023

Monthly Market Commentary: Staring at the ceiling.

May 2023

ESG ratings: What are those all about?

May 2023

The U.S. dollar’s demise: Old song, new music.

May 2023

A different way to look at equity diversification.

May 2023

Debt ceiling Q&A.

May 2023

Labor pains fuel inflation

April 2023

SEI forward.

First Quarter 2023

Monthly Market Commentary : Earnings and inflation take the spotlight.

April 2023

Quarterly Market Commentary: Banking on volatile markets

First Quarter 2023

Banking crisis: Talking points

March 2023

Update: First Republic Bank.

March 2023

Update: Banking industry.

March 2023

Update: Silicon Valley Bank.

March 2023

Monthly Market Commentary : Investors deal with inflated expectations.

February 2023

Three considerations in favor of non-U.S. equities.

March 2023

Monthly Market Commentary: “January effect” kicks off the New Year.

January 2023

FAQ: Russian-related holdings and exposure

December 2022

Quarterly Market Commentary: Central banks and inflation slow the pace.

Fourth Quarter 2022

Canadian equities: 2023 outlook.

December 2022

Monthly Market Commentary: Markets celebrate Fed’s interest in slowing rate hikes.

November 2022

Emerging-markets equity: 2023 outlook

December 2022

High-yield bonds: 2023 outlook

November 2022

Monthly Market Commentary: Equities climb as the globe spins into a new season

October 2022

FAQ: Russian-related holdings and exposure

October 2022

Quarterly Market Commentary: Tale of two halves doesn’t have a happy ending.

Third Quarter 2022

FAQ: Russian-related holdings and exposure

September 2022

Bonds: Opportunity amid stubborn inflation and rising rates.

September 2022

Monthly Market Commentary: The sun sets on summer’s rebound.

August 2022

Monthly Market Commentary: Cooling economic activity ignites market rebound.

July 2022

FAQ: Russian-related holdings and exposure

July 2022

BoC hikes rates: More to come.

July 2022

Quarterly Market Commentary: Central bank armada drives markets into storm.

Second Quarter 2022

Diversity, equity, and inclusion in asset management: Necessary measures for progress.

June 2022

FAQ: Russian-related holdings and exposure

June 2022

Monthly Market Commentary: Markets resurface after taking a dive.

May 2022

Big moves and prowling bears. What should you do?

June 2022

Asset Allocation Changes: Four Asset Allocation Funds

FAQ: Russian-related holdings and exposure

May 2022

Monthly Market Commentary: Markets caught in a downpour as rates spring up

April 2022

Quarterly Market Commentary: Consequences of War Drive Record High Inflation

First Quarter 2022

When faced with rising inflation and rates, investors should diversify.

March 2022

Russian debt: Default drawing near?

March 2022

Risk of recession as oil prices rise?

March 2022

FAQ: Russia-Ukraine secondary effects

March 2022

Russia/Ukraine FAQ: Oil spike implications

March 2022

Russia/Ukraine FAQ: Fiscal and monetary policy implications

March 2022

FAQ: Russian-related holdings and exposure

March 2022

FAQ: Russia/Ukraine debt outlook

March 2022

Russia/Ukraine FAQ: Market Status

March 2022

Diversification: A strategy for troubled times

March 2022

Monthly Market Commentary: Russian invasion rattles the world

February 2022

Russian securities in SEI portfolios

March 2022

Russia attacks Ukraine: Questions and answers

February 2022

Monthly Market Commentary: Equities and Bonds Slid Into the New Year on Icy Patch

January 2022

Quarterly Market Commentary: Markets Finish on a High Note Despite Central Bank Pivot

Fourth Quarter 2021

Rising Rates and Bond Markets: Keep Calm and Clip On

January 2022

U.S. Value Stocks: We Still Love Them

December 2021

Monthly Market Commentary: Markets Tumble as New Variant Complicates Return to Normal

November 2021

The Perils of Market Timing in a Golden Age of Earnings Growth

December 2021

Capital Market Assumptions Update: Revised to Reflect Rates Outlook

November 2021

Monthly Market Commentary: Developed Markets Drive Equity Advance

October 2021

Portfolio Manager Perspective: Let’s Talk Factors

November 2021

The Global Value-Stock Rally Turns 1: Can it Continue?

November 2021

SEI Names Aruran Morgan, CFA Head of Sustainable Research

October 2021

Making the Case for Managed Volatility Part 2: What Matters?

October 2021

Diversity and Inclusion in SEI's Manager Research Process

October 2021

Quarterly Market Commentary: Equity Rally Turns into a Pumpkin as Market Magic Fades

Third Quarter 2021

Making the Case for Managed Volatility Part 1: Why Now?

October 2021

A challenging road ahead for expensive stocks

October 2021

Will This Bull Run Forever?

October 2021

Evergrande: How Large is the Anticipated Fallout?

September 2021

Monthly Market Commentary: Investor Appetites Fuel Broad Advance in Risk Assets

August 2021

China Flexes Regulatory Muscle. What Does That Mean For Investors?

September 2021

There Will Be Bumps in the Road

August 2021

SEI Manager Research: Solving the Fixed-Income Peer Group Problem

August 2021

Asset Allocation: Low-Volatility Equities in a Diversified Portfolio

August 2021

Monthly Market Commentary: Developed Markets Decouple from Emerging-Market Selloff

July 2021

Rising Rates and Bond Markets: Keep Calm and Clip On

August 2021

Growth Stocks: The Good, the Bad and the Ugly

July 2021

Quarterly Market Commentary: Falling Rates and Climbing Vaccinations Boost Equities, Bonds and Commodities

Second Quarter 2021

Has Value's Run Just Begun? Part 5: The Value in Rising Rates

June 2021

Moving Past COVID-19: A Road Map for Investors

June 2021

Monthly Market Commentary: The Rest of the World Prepares to Reopen for Summer

May 2021

Has Value’s Run Just Begun? Part 4: Active-Passive Reaches a Tipping Point

June 2021

Has Value’s Run Just Begun? Part 3: Value stocks—still a good time to buy?

June 2021

Has Value’s Run Just Begun? Part 2: A Long and Winding Path

May 2021

SEI Manager Research: Our Solution to the Peer Group Problem

May 2021

Has Value’s Run Just Begun? Part 1: The Economic and Fundamental Case

May 2021

Monthly Market Commentary: Everything Rallied with Return to Normal in Sight

April 2021

SEI Manager Research: Zooming Our Way into a Post-COVID-19 World

April 2021

Quarterly Market Commentary: Markets Adapt in a Season of Change

First Quarter 2021

Winds of Change

March 2021

Managed Volatility in a Relative World: Q&A with Portfolio Manager Eugene Barbaneagra

The Rates Ruckus

March 2021

Monthly Market Commentary: Rising Rates Restrain the Rally

February 2021

High Yield’s Wild Year

February 2021

SEI Manager Research - Lessons Learned: Improving Our Decision-Making

February 2021

Monthly Market Commentary: U.S. Transition Tested as New Year Twists and Turns

January 2021

Are Investment-Grade Bonds Still Worth Holding?

February 2021

Avoid the Squeeze

February 2021

The Return of Reflation: Time to Move?

January 2021

Quarterly Market Commentary: Resolutions, Vaccines and New Highs Conclude a Strange Year

Fourth Quarter 2020

Developing Capital Market Assumptions for Asset Allocation Modeling

January 2021

Capital Market Assumptions Update: Lower Returns Expected

January 2021

The “Great Rotation”

January 2021

Why We Currently Don’t Buy Bitcoin—Or Any Other Cryptocurrency

January 2021

Monthly Market Commentary: Markets Get a Booster Shot

November 2020

Monthly Market Commentary: Light Lockdowns Return at a Pivotal Political Moment

October 2020

Election Results: Biden Wins Ticket to White House

November 2020

The Stock Market Is Not the Economy

November 2020

Election Goes into Overtime

November 2020

No, This Time is not Different (We Still Prefer to Buy Low/Sell High)

October 2020

Quarterly Market Commentary: Recovery Rolls On as COVID Rate Climbs

Third Quarter 2020

Investment-Grade Fixed Income: An All-Weather Investment

October 2020

Does the Presidential Election Move the U.S. Stock Market?

September 2020

Monthly Market Commentary: Equity Hot Streak Barreled into Late Summer

August 2020

Monthly Market Commentary : U.S. Dollar Takes a Dip

July 2020

Emerging Markets Equity Fund Eliminates Single Country Limit

July 2020

Allocation the SEI Way

July 2020

Quarterly Market Commentary: Stocks Splash Higher Despite Waves of Uncertainty

Second Quarter 2020

SEI’s Alpha Sources: An Overview

June 2020

U.S. Value Stocks: Neglected Opportunity

June 2020

The Odd Couple: Recessions and Value

June 2020

Volatility? No Surprise—and Not so Volatile

June 2020

Monthly Market Commentary: Investors Looked Forward to Looser Lockdowns

May 2020

Sticking with Value: Patience and Persistence Required

June 2020

The Odd Couple: Recessions and Value

June 2020

Monthly Market Commentary: Investors Look Past the Pandemic

April 2020

SEI is Staying Calm COVID-19 Crisis: Asset Allocation Review

May 2020

The Shape of the Recovery: V, W or L? Looking Beyond the Letters

April 2020

After Forced Selling, is it Time for a Small-Cap Comeback?

April 2020

SEI is Staying Calm COVID-19 Crisis: Fixed Income Review

April 2020

SEI is Staying Calm COVID-19 Crisis: Equity Review

April 2020

Quarterly Market Commentary: Policies Provide Economic Life Support

First Quarter 2020

Manager Research in Times of Crisis

March 2020

Looking Beyond the Fear: An Analysis of Sharp Selloffs

March 2020

Frequently Asked Questions: Capital Markets in Crisis

March 2020

COVID-19 Recovery: Does the Black Swan’s Flight Path Run Through China?

March 2020

Our View on the Markets? Stunning.

March 2020

How Do You Handle a Bear? Patience and Diversification

March 2020

Bond Markets: The Other Half of a Diversified Portfolio in Tough Times

March 2020

SEI Canada Strategic Funds: COVID-19 Outbreak Portfolio Update

March 2020

SEI Canada Strategic Portfolios: COVID-19 Outbreak Portfolio Update

March 2020

High-Yield Bonds: The Canary isn’t Choking

March 2020

Frequently Asked Questions: COVID-19 and Oil-Price Shock

March 2020

Market Bears Awaken

March 2020

Monthly Market Commentary: Investor Concerns Go Viral

February 2020

Virus Spread Rattles Markets

February 2020

A Reminder on the Big Moves: It’s the Percent (Not the Points) That Counts

February 2020

Brexit’s in the Bag: Now What?

February 2020

Monthly Market Commentary: Rising Outbreak Worry Weakens Equities

January 2020

Quarterly Market Commentary: Markets Ring in the Decade on a High Note

Fourth Quarter 2019

SEI—A Global Pioneer in Managed-Volatility Investing

December 2019

Monthly Market Commentary: Equities Shine in November

November 2019

Attempting to Avoid a Recession: Fortune or Folly?

December 2019

Implications of Hong Kong Unrest?

November 2019

Monthly Market Commentary: Foreign Equities Rise on Warming Trade Talks

October 2019

Quarterly Market Commentary: Global Stocks Come Full Circle as Rates Fall into Autumn

Third Quarter 2019

Monthly Market Commentary: Geopolitical Fireworks Spark Late-Summer Volatility

August 2019

U.S./China Trade Tariffs Tax Markets

June 2019

Value Stocks: Why we Still Own Them

May 2019

Managed Volatility Shines In Challenging Markets

February 2019

Quarterly Market Commentary: Late-Year Selloff Snowballs on Uncertainty

Fourth Quarter 2018

Trade Tensions Escalate from Skirmish to War

June 2018

Investment Fundamentals: What is the Policy Interest Rate?

May 2018