Joe Michalski

Market Growth Meets Rising Risks: The Impact of Policy & Sentiment

At first glance, 2025 appears to be another strong year for markets. The MSCI ACWI Index gained 3.36% in January, and the S&P 500 is up 4.2% year-to-date, fueled by strong corporate earnings and economic resilience. Yet, the latest weekly market data suggests growing instability beneath the surface. Major U.S. indexes moved lower in mid-February, …

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Slowing Growth, Speeding Outbreak. Time to Panic Yet? by SEI

February 21, 2020 (Link to the Article or back to Perspectives) Important economic indicators have been pointing to slower growth — or worse, possible recession — in many parts of the world. It is notoriously difficult — if not impossible — to time an investment strategy to turning points in business cycles or bull and …

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