Market Commentary, January 2014

SEI Investments Company provides a January 2014 Market Commentary that centers around recent volatility in the market and what investors can expect to drive equity and fixed income markets in the short term.

They offer the following highlights:

• Investor sentiment shifted and volatility increased in January based on the following concerns: the pace of Chinese growth; reduced quantitative-easing stimulus; and the health of corporate earnings.
• While emerging and developed equities have struggled in early 2014, they don’t believe the elements of a bear market are in place.
• SEI maintains a favorable view of emerging equities, believing catalysts will materialize that should improve the outlook for the asset class.