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Process In Action - The Active Investment Management Process
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MARKET COMMENTARY

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Individual Bond Strategies (Aug 2022)

FAQ: Update - Russian-Related Holdings and Exposure (July 2022)

Bear Essentials: Declines and Recoveries (June 2022)

SIMC Sustainable Investing Approach (June 2022)

Bond yields: Up, up and away! (May 2022)

Markets are making big moves. What does it mean? (May 2022)

Diversification: The Boring Winner (April 2022)

FAQ: Update Russian-related holdings and exposure (April 6, 2022))

 

Weekly Updates

Weekly Update 08/12/22 - Inflation Loosens its Grip

Weekly Update 08/05/22 - July Jobs Report Overshadows Recessionary Fears

Weekly Update 07/29/22 - Stocks Surge Despite Slowing Economy and Historic Hike

Weekly Update 07/22/22 - Stocks Keep Calm and Carry On

Weekly Update 07/15/22 - Choppy Week for Stocks

Weekly Update 07/08/22 - Red Light! Green Light! Stocks Cautiously Advance

Weekly Update 07/01/22 - Stocks Start Year on Wrong Foot

Weekly Update 06/24/22 – Stocks Score on Dismal Data

Weekly Update 06/17/22 - Historic Hike Hampers US Stocks

Weekly Update 06/10/22 – Stocks Scorched by Red Hot Inflation

Weekly Update 06/03/22 - US Equities Uneasy on Inflation and Rates

Weekly Update 05/27/22 - Bears go back into hibernation

Weekly Update 05/06/22 - Fed frightens financial markets

Monthly Updates

Monthly Market Commentary - July 2022 - Cooling Economic Activity Ignites Market Rebound

Monthly Market Commentary - May 2022 - Markets Resurface After Taking a Dive

Monthly Market Commentary – April 2022 – Markets caught in a downpour as rates spring up.

Monthly Market Commentary – February 2022 – Russian Invasion Rattles the World.

Monthly Market Commentary – January 2022 - Equities and Bonds Slid Into the New Year on Icy Patch

 

Quarterly Updates

SEI 2021 Year End Letter

Quarterly Investment Review - 2nd Quarter 2022 VIDEO (July 2022)

Economic Outlook – Q2 2022 – The "Value Restoration" Project is Underway 

Quarterly Market Commentary – 2nd Quarter 2022 – Central Cank Armada Drives Markets into Storm.

 

Market Fundamentals

What is Gross Domestic Product? (March 2019)

What is a Recession? (February 2019)

Investment Fundamentals: What is a Bear Market? (June 2018)

 

Miscellaneous Commentaries

When faced with rising inflation and rates, investors should diversify (March 2022)

Russian Debt: Default drawing near?  (March 22, 2022)

Risk of recession as oil prices rise?  (March 21, 2022)

Russia/Ukraine FAQ: Fiscal and monetary policy implications (March 17, 2022)

FAQ: Russia-Ukraine secondary effects (March 17, 2022)

Russia/Ukraine FAQ: Oil spike implications (March 17, 2022)

From 10 days of war to 10 years of inflation?  (March 15. 2022)

FAQ: Russia/Ukraine debt outlook (March 15. 2022)

Russia/Ukraine FAQ: Market Status (March 10, 2022)

Diversification: A Strategy for troubled times (March 2022)

Russian Securities in the SEI Portfolios (March 2022)

Russia Attacks Ukraine: Questions and Answers (February 2022)

S & P 500 Correction: The Medicine Nobody Wants to Take (February 2022)

SIMC Sustainable Investing Approach (January 2022)

The Perils of Market Timing in a Golden Age of Earnings Growth (December 2021)

Portfolio Manager Perspective: Let’s Talk Factors (November 2021)

The Global Value-Stock Rally Turns 1: Can it Continue? (November 2021)

Making the Case for Managed volatility – Part 2: What Matters? (October 2021)

Making the Case for Managed volatility – Part I: Why Now? (October 2021

Will This Bull Run Forever? (October 2021)

Evergrande: How Large is the Anticipated Fallout? (September 2021) 

China Flexes Regulatory Muscle. What Does That Mean? (September 2021)

There will be Bumps in the Road (August 2021) 

Solving the Fixed-Income Peer Group Problem (August 2021) 

Asset Allocation: Low-Volatility Equities in a Diversified Portfolio (August 2021)

Rising Rates and Bond Markets: Keep Calm and Clip On (July 2021)

Growth Stocks: The Good, the Bad and the Ugly (July 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)

SIMC Sustainable Investing Approach (June 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 (June 2021)

Has Value's Run Just Begun? Part 1: The Economic and Fundamental Case (June 2021)

Winds of Change (March 2021)

About Investment Screens (March 2021)

2021 Fixed-Income Manager Survey (March 2021)

Managed Volatility in a Relative World (March 2021)

The Repo Market: Making Sense of the Headlines (March 2021)

The Rates Ruckus (March 2021)

High Yield's Wild Year (B=February 2021)

The Return of Reflation: Time to Move? (February 2021) 

Avoid the Squeeze (February 2021)

The American Rescue Plan: A First Look at the Biden Administration's Fiscal Plan (February 2021)