enCopyright: (C) Schroders882498https://www.schroders.com/en/bm/asset-management/insights/equities/which-stock-markets-look-cheap-after-the-coronavirus-shock-of-early-2020/Duncan Lamont, CFAIn focusEquitiesDuncan LamontAlpha EquityCoronavirusSharesMarkets have been deeply shaken by the spread of Covid-19 and the recent oil price shock, but opportunities might be emerging after the sell-off. Wed, 11 Mar 2020 12:00:00 Zinfocusequitiesduncanlamontalphacoronavirusshareshttps://www.schroders.com/en/sysglobalassets/digital/insights/2020/march/which-markets-look-cheap-after-coronavirus-shock/coronavirus_italy_selfie_man.jpg881533https://www.schroders.com/en/bm/asset-management/insights/equities/value-investors-why-are-they-so-calm-in-a-crisis/Simon KeaneIn focusCoronavirusMarket viewsGlobalEquitiesSimon KeaneThe detailed work involved in uncovering a company’s true value can help avoid knee-jerk reactionsTue, 10 Mar 2020 09:30:00 Zinfocuscoronavirusmarketviewsglobalequitiessimonkeanehttps://www.schroders.com/en/sysglobalassets/digital/insights/2019/hero-images/clouds_on_horizon.jpg880574https://www.schroders.com/en/bm/asset-management/insights/equities/coronavirus-how-stock-markets-perform-after-heavy-falls/David BrettSnapshotEquitiesDavid BrettCoronavirusHow toMarket viewsGlobalUKUSPodcastsStock markets have tumbled in the midst of the coronavirus outbreak. Schroders’ analysis shows how the biggest one-day falls in the past have been followed by substantial returns over the subsequent five years. Tue, 10 Mar 2020 06:30:00 ZsnapshotequitiesdavidbrettcoronavirushowtomarketviewsglobalukusPodcastshttps://www.schroders.com/en/sysglobalassets/digital/insights/2020/march/how-markets-perform-after-one-day-falls/cliff-edge.jpg881389https://www.schroders.com/en/bm/asset-management/insights/equities/what-the-price-war-means-for-the-oil-market/Mark LaceyPerspectiveCommoditiesEquitiesMark LaceyEnergy transitionCoronavirusEuropean equitiesOil PricesSaudi Arabia’s move to slash oil prices may result in supply being removed from the industry, which could lead to significantly higher prices in the future.Mon, 09 Mar 2020 16:00:00 Zperspectivescommoditiesequitiesmarklaceyenergytransitioncoronaviruseuropeanequitiesoilpriceshttps://www.schroders.com/en/sysglobalassets/digital/insights/2020/february/oil-price-war/saudi-oil.jpg880774https://www.schroders.com/en/bm/asset-management/insights/equities/coronavirus-the-views-from-our-investors/Investment Communications TeamPerspectiveEquitiesFixed IncomeMulti-AssetSecuritised CreditCoronavirusMarket viewsUKGlobalGlobal Emerging MarketsAsia ex JapanInvestment TrustsWe've collated the views from around Schroders’ investment desks on what the spread of coronavirus means for their areas of specialty.Fri, 06 Mar 2020 09:30:00 ZperspectivesequitiesfixedincomemultiassetsecuritisedcreditcoronavirusmarketviewsukglobalglobalemergingmarketsasiaexjapanInvestmenttrustshttps://www.schroders.com/en/sysglobalassets/digital/insights/2020/hero-images/coronavirus-man-mask.jpg882442https://www.schroders.com/en/bm/asset-management/insights/equities/what-does-europes-green-deal-means-for-the-energy-transition/Mark LaceyAlexander MonkFelix OdeyIn focusEquitiesAlexander MonkFelix OdeyMark LaceyAlpha EquityEnergy transitionEurope ex UKGlobalEnvironmentalPodcastsWe look at five key questions surrounding the European Green Deal and how it can support the shift to renewable energy.Wed, 04 Mar 2020 09:00:00 Zinfocusequitiesalexandermonk felixodeymarklaceyalphaenergytransitioneuropeexukglobalenvironmentalPodcastshttps://www.schroders.com/en/sysglobalassets/digital/insights/2020/february/what-does-europe-green-deal-mean-for-energy-transition/old-windmill-and-wind-turbines-holland.jpg879186https://www.schroders.com/en/bm/asset-management/insights/equities/how-does-the-stock-market-perform-when-the-vix-fear-gauge-surges/Duncan Lamont, CFAEquitiesDuncan LamontGlobalMarket viewsSnapshotCoronavirusWith stock market volatility spiking due to the coronavirus, we look at what’s happened to returns in the past after similar turbulence.Fri, 28 Feb 2020 16:30:00 Zequitiesduncanlamontglobalmarketviewssnapshotcoronavirushttps://www.schroders.com/en/sysglobalassets/digital/insights/2020/february/how-does-the-stock-market-perform-when-the-vix-fear-gauge-surges/vix-image.jpg877128https://www.schroders.com/en/bm/asset-management/insights/equities/what-are-data-centres-and-why-are-they-so-important/Tom WalkerPerspectiveEquitiesTom WalkerGlobalGlobal citiesPropertyReal EstateGlobal EconomyWith businesses increasingly dependent on the internet, data centres are a vital component of the global economy, opening up a number of investment opportunities. Tue, 25 Feb 2020 10:00:00 Zperspectivesequitiestomwalkerglobalglobalcitiespropertyrealestateglobaleconomyhttps://www.schroders.com/en/sysglobalassets/digital/insights/2020/february/data-centres-article-global-cities/data-centre-2020.jpg875583https://www.schroders.com/en/bm/asset-management/insights/equities/cop26-pressure-growing-for-step-change-in-climate-policy/Andrew HowardPerspectiveEquitiesGlobal TransformationSustainabilityThematicsGlobalAndrew HowardClimate ChangeEnvironmentalESGSustainability ReportingEnergy transitionThis year’s climate conference is to be held in Glasgow, adding pressure on the UK government to achieve meaningful progress. Fri, 21 Feb 2020 10:00:00 Zperspectivesequitiesglobaltransformationsustainabilitythematicsglobalandrewhowardclimatechangeenvironmentalesgsustainabilityreportingenergytransitionhttps://www.schroders.com/en/sysglobalassets/digital/insights/2020/february/cop26-pressure-growing-for-step-change-in-climate-policy/climate-protestors.jpg875437https://www.schroders.com/en/bm/asset-management/insights/equities/why-global-cities-could-be-more-valuable-than-high-performing-tech-stocks/Tom WalkerTom WalkerPropertyReal EstatePerspectiveAlpha EquityGlobal citiesGlobalPopulation growthGlobal TransformationThematicsThe most successful global cities, which utilise human capital and technological innovations, could potentially be of greater value than top tech stocks.Thu, 20 Feb 2020 11:00:00 Ztomwalkerpropertyrealestateperspectivesalphaglobalcitiesglobalpopulationgrowthglobaltransformationthematicshttps://www.schroders.com/en/sysglobalassets/digital/insights/2020/february/why-global-cities-could-be-more-valuable-than-high-performing-tech-stocks/boston-cityscape.jpg875097https://www.schroders.com/en/bm/asset-management/insights/equities/dividend-reinvestment/David BrettSnapshotEquitiesDavid BrettMarket viewsUKHow toThe story of the FTSE 100 over the last 20 years is a compelling argument for reinvesting dividends.Tue, 18 Feb 2020 14:00:00 Zsnapshotequitiesdavidbrettmarketviewsukhowtohttps://www.schroders.com/en/sysglobalassets/digital/insights/2020/february/how-the-ftse-100-returned-122-in-20-years-but-barely-moved/investment-desk.jpg874732https://www.schroders.com/en/bm/asset-management/insights/equities/why-corporate-karma-is-crucial-for-your-investment-returns/Katherine DavidsonPerspectiveEquitiesKatherine DavidsonAlpha EquityGlobal TransformationThematicsSustainabilityGlobalGrowthGlobal Sustainable GrowthPodcastsThe symbiotic relationship between a company and its stakeholders implies a notion of “corporate karma” that can help a socially responsible business thrive in the long term.Mon, 17 Feb 2020 09:00:00 ZperspectivesequitieskatherinedavidsonalphaglobaltransformationthematicssustainabilityglobalgrowthGlobal Sustainable GrowthPodcastshttps://www.schroders.com/en/sysglobalassets/digital/insights/2020/february/why-corporate-karma-is-crucial-for-your-investment-returns/hands-holding-plant-in-eggshell.jpg