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Markets caught in a downpour as rates spring up
Global equities posted their largest one-month decline since March 2020
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First quarter 2022 economic outlook
High inflation, and supply shortages have already grown more protracted as a result of the war in Ukraine and the consequences imposed on Russia.
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War’s consequences spur inflation to new highs
Investors faced difficult conditions on multiple fronts during the first quarter of 2022
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Diversification: The boring winner
A diversified investment portfolio is generally the most reliable approach for meeting long-term investment objectives.
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Consequences of war drive record high inflation
Global equities delivered their poorest quarterly performance since early 2020
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The New World (Dis)Order
SEI recently released its first-quarter Economic Outlook
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When faced with rising inflation and rates, investors should diversify
Just as inflation has proved that it lives on–despite being pronounced dead many times in the recent past —we believe balanced portfolios, like the “60/40,” will continue to live prosperous lives.
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Russian debt: Default drawing near?
The Russian government’s willingness to pay on its debt obligations is now explicitly in question
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Risk of recession as oil prices rise?
From the start of the invasion on February 24 through March 8, the price of crude oil rose over 30%—a gain of almost 100% for the previous 12 months
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From 10 days of war to 10 years of inflation?
Since Russia invaded Ukraine on 24 February 2022, value positions have been defensive for portfolios in the US
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Russian invasion rattles the world
Global equities saw their 2022 losses deepen during February, although they fell by less than in January. Russia was unsurprisingly the worst-performing country.
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Ride the cloud-native wave
Prioritising cloud-native capabilities in the new era of remote and hybrid workforces.