Market Commentary

Capital market assumptions update.

July 2025

Stocks gain in a trade policy trade.

Weekly Update as of July 25, 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