Market Commentary

Truce or consequences?

Weekly Update as of April 10, 2026

Quarterly economic outlook: A shocking decade

First Quarter 2026

Tech volatility: Software, the Mag 7, and crypto

March 2026

Portfolio selection: The solver isn’t the solution

February 2026

SEI Stability and Dynamic ETF Strategies add an overweight to AAA rated CLOs.

January 2026

Fixed-income themes for 2026

January 2026

Asset allocation changes to U.S. Target Date Funds.

Central bank depository: No consensus on monetary policy.

November 2025

SEI Stability and Dynamic ETF Strategies tactical asset allocation changes

October 2025

Central bank depository

September 2025

SEI Stability and Dynamic ETF Strategies tactical asset allocation changes.

September 2025

Central bank depository. Policymakers take a “wait-and-see” attitude.

August 2025

Corporate bonds are better positioned than Treasurys.

August 2025

Capital market assumptions update.

July 2025

Central bank depository.

June 2025

After the attack: What comes next?

June 2025

Inflation protection in uncertain times.

June 2025

SEI believes gold is poised to set new highs.

May 2025

SEI has repositioned its theme for “sticky inflation”.

May 2025

Tariffs and trade wars and bears, oh my!

April 2025

“Chimerica” consciously uncouples.

April 2025

Market volatility comes and goes. Diversification remains

April 2025

Tariffs tax equity markets.

April 2025

Trump trade war whiplash.

March 2025

Strength in numbers: The multi-manager advantage

February 2025

SEI prefers the yen over the euro.

January 2025

SEI updates asset allocation in the SEI Equity Innovation Strategy with Global X.

Trump’s trade war: Not tariff-ic.

January 2025

Strength in numbers: The multi-manager advantage

January 2025

Trump wins U.S. election.

November 2024

Potential benefits of adding multi-asset trend to a risk parity strategy.

August 2024

Volatility with a vengeance.

August 2024

Banking earnings season kicks off.

Second Quarter 2024