enCopyright: (C) Schroders884820https://www.schroders.com/en/bm/asset-management/insights/multi-asset/johanna-kyrklund-are-opportunities-beginning-to-emerge/Johanna KyrklundPerspectiveEquitiesMulti-AssetGlobalCoronavirusMarket viewsAfter the dramatic market falls of the last few weeks, valuations are looking more appealing. But the risk of a prolonged recession means investors should remain cautious.Fri, 13 Mar 2020 15:30:00 Zperspectivesequitiesmultiassetglobalcoronavirusmarketviewshttps://www.schroders.com/en/sysglobalassets/digital/insights/2020/hero-images/stormy_waters.jpg883575https://www.schroders.com/en/bm/asset-management/insights/fixed-income/coronavirus-and-an-oil-price-shock-a-perfect-storm-for-high-yield-debt/Kristjan MeeIn focusFixed IncomeCommoditiesCreditCoronavirusBondsOil PricesUSCoronavirus Daily Focus: The double hit has brought high yield corporate bonds back to more attractive levels, but investors must look closely at fundamentals to avoid possible value traps. Fri, 13 Mar 2020 12:00:00 Zinfocusfixedincomecommoditiescreditcoronavirusbondsoilpricesushttps://www.schroders.com/en/sysglobalassets/digital/insights/2019/hero-images/clouds_on_horizon.jpg883463https://www.schroders.com/en/bm/asset-management/insights/economic-views/keith-wade-is-the-world-now-heading-for-recession/Keith WadeKeith WadeGlobalCoronavirusEconomicsEconomic viewsGlobal EconomyGrowthPerspectiveWith coronavirus now officially classified as a pandemic, Keith Wade reflects on its potential impact on the global economy.Fri, 13 Mar 2020 07:30:00 Zkeithwadeglobalcoronaviruseconomicseconomicviewsglobaleconomygrowthperspectiveshttps://www.schroders.com/en/sysglobalassets/digital/insights/2020/hero-images/milan-empty-shopping-centre.jpg883356https://www.schroders.com/en/bm/asset-management/insights/economic-views/ecbs-coronavirus-response-fails-to-rally-markets/Azad ZanganaSnapshotAzad ZanganaEconomic viewsEconomicsECBInterest RatesEurope ex UKCoronavirusThe European Central Bank provides stimulus in response to coronavirus but no rate cut puts Italian bonds under pressure.Thu, 12 Mar 2020 15:30:00 Zsnapshotazadzanganaeconomicviewseconomicsecbinterestrateseuropeexukcoronavirushttps://www.schroders.com/en/sysglobalassets/digital/insights/2020/hero-images/ecb-headquarters.jpg883124https://www.schroders.com/en/bm/asset-management/insights/multi-asset/how-do-us-markets-react-to-emergency-interest-rate-cuts/Gaia MarinaccioSnapshotEquitiesFixed IncomeMulti-AssetMulti-Asset SolutionsCoronavirusMarket viewsSharesUS Monetary PolicyBondsUSCoronavirus Daily Snapshot: We look at how US bonds and shares perform after emergency rate cuts from the Fed.Thu, 12 Mar 2020 12:00:00 Zsnapshotequitiesfixedincomemultiassetmultiassetsolutionscoronavirusmarketviewssharesusmonetarypolicybondsushttps://www.schroders.com/en/sysglobalassets/digital/insights/2020/march/how-do-us-markets-react-to-emergency-rate-cuts/market-screen-rate-cuts.jpg882577https://www.schroders.com/en/bm/asset-management/insights/economic-views/UK-budget-optimism-tempered-by-three-risks/Azad ZanganaUKEconomicsEconomic viewsMonetary PolicyECBPerspectiveInvestment TrustsAt a highly uncertain time for the UK economy, we look at what Chancellor Sunak’s first Budget means.Wed, 11 Mar 2020 18:10:00 ZukeconomicseconomicviewsmonetarypolicyecbperspectivesInvestmenttrustshttps://www.schroders.com/en/sysglobalassets/digital/insights/2020/hero-images/houses-of-parliament.jpg882498https://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.jpg881054https://www.schroders.com/en/bm/asset-management/insights/multi-asset/johanna-kyrklund-how-should-investors-act-in-a-crisis/Johanna KyrklundJohanna KyrklundMarket viewsGlobalCoronavirusEquitiesFixed IncomeMulti-AssetEconomicsGlobal EconomyMonetary PolicyPerspectivePodcastsWith markets reeling from the effects of coronavirus, Schroders’ Group CIO highlights what investors should focus on.Fri, 06 Mar 2020 18:00:00 ZjohannakyrklundmarketviewsglobalcoronavirusequitiesfixedincomemultiasseteconomicsglobaleconomymonetarypolicyperspectivesPodcastshttps://www.schroders.com/en/sysglobalassets/digital/insights/2020/hero-images/man-sick-on-train.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.jpg880624https://www.schroders.com/en/bm/asset-management/insights/multi-asset/monthly-markets-review---february-2020/Investment Communications TeamIn focusCommoditiesEquitiesFixed IncomeMulti-AssetInvestment Communications TeamMulti-Asset SolutionsBondsMarket reviewsSharesGlobalA review of markets in February when stock markets fell sharply amid worries over the spread of coronavirus. Thu, 05 Mar 2020 13:00:00 Zinfocuscommoditiesequitiesfixedincomemultiassetinvestmentcommunicationsteammultiassetsolutionsbondsmarketreviewssharesglobalhttps://www.schroders.com/en/sysglobalassets/digital/insights/2020/march/markets-review---feb-2020/woman-at-airport-with-mask-and-suitcase.jpg880315https://www.schroders.com/en/bm/asset-management/insights/multi-asset/johanna-kyrklund-how-were-positioning-for-coronavirus/Johanna KyrklundPerspectiveMulti-AssetMulti-Asset SolutionsMarket viewsGlobalCoronavirusWith coronavirus causing turbulence in global markets, Johanna Kyrklund thinks it’s not a time for “blithe risk-taking” in multi-asset portfolios.Wed, 04 Mar 2020 12:30:00 Zperspectivesmultiassetmultiassetsolutionsmarketviewsglobalcoronavirushttps://www.schroders.com/en/sysglobalassets/digital/insights/2018/hero-images/china-shanghai-panoramic-skyline-of-shanghai.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.jpg879899https://www.schroders.com/en/bm/asset-management/insights/economic-views/central-banks-begin-to-act-on-coronavirus/Irene LauroKeith WadeSnapshotAustraliaChinaEconomic viewsVolatilityAsia PacificUSGlobal Emerging MarketsEconomicsMonetary PolicyCoronavirusThe US Federal Reserve has followed the Reserve Bank of Australia in cutting interest rates, as central banks move to counter the effects of coronavirus.Tue, 03 Mar 2020 14:00:00 Zsnapshotaustraliachinaeconomicviewsvolatilityasiapacificusglobalemergingmarketseconomicsmonetarypolicycoronavirushttps://www.schroders.com/en/sysglobalassets/digital/insights/2017/hero-images/manhattan-skyline-at-sunset-under-brooklyn-bridge.jpg879731https://www.schroders.com/en/bm/asset-management/insights/economic-views/coronavirus-the-economic-impact/Keith WadeKeith WadeAlpha EquityEconomic & Strategy ViewpointEconomic viewsEuropean equitiesMonetary PolicyGlobalPerspectiveCoronavirusInvestment TrustsAs the coronavirus threatens to derail the revival in global economic growth, 2020 could potentially be the weakest since 2009, the height of the global financial crisis.Tue, 03 Mar 2020 11:00:00 ZkeithwadealphaeconomicstrategyviewpointeconomicviewseuropeanequitiesmonetarypolicyglobalperspectivescoronavirusInvestmenttrustshttps://www.schroders.com/en/sysglobalassets/digital/insights/2020/february/coronavirus-the-economic-impact/coronavirus-man.jpg879132https://www.schroders.com/en/bm/asset-management/insights/economic-views/how-climate-change-may-impact-financial-markets/Craig BothamIrene LauroForesightEconomicsEconomic viewsGlobal EconomyGrowthGlobalFor the first time, we have incorporated the impact of climate change on our 30-year return forecasts. The results emphasise the importance of an active approach.Mon, 02 Mar 2020 11:00:00 Zforesighteconomicseconomicviewsglobaleconomygrowthglobalhttps://www.schroders.com/en/sysglobalassets/digital/insights/2020/hero-images/earth.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.jpg878887https://www.schroders.com/en/bm/asset-management/insights/multi-asset/our-multi-asset-investment-views---february-2020/Multi-Asset InvestmentsSnapshotMulti-AssetMulti-Asset SolutionsAsset AllocationMarket viewsGlobalWhat's new in the monthly update of our asset allocation views?Tue, 25 Feb 2020 15:00:00 Zsnapshotmultiassetmultiassetsolutionsassetallocationmarketviewsglobalhttps://www.schroders.com/en/sysglobalassets/digital/insights/2020/hero-images/foggy-country-morning.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.jpg875486https://www.schroders.com/en/bm/asset-management/insights/economic-views/economic-infographic-a-view-of-the-global-economy-in-february-2020/Schroders Economics TeamSnapshotSchroders Economics TeamGlobalEconomic viewsInfographicEconomicsInflationIn this month's infographic we focus on weakening inflation in emerging markets and whether the UK economy can bounce back from Brexit.Thu, 20 Feb 2020 16:30:00 Zsnapshotschroderseconomicsteamglobaleconomicviewsinfographiceconomicsinflationhttps://www.schroders.com/en/sysglobalassets/digital/insights/images/economic-infographic.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.jpg875287https://www.schroders.com/en/bm/asset-management/insights/watchlisten/how-we-hold-companies-to-account-on-their-climate-change-plans/Simon WebberSnapshotEquitiesSimon WebberSustainabilityGlobalClimate ChangeHow toGlobal TransformationAlpha EquityThematicsIn this short video, Simon Webber explains how Schroders assesses the credibility of companies' climate change plans. Wed, 19 Feb 2020 03:00:00 Zsnapshotequitiessimonwebbersustainabilityglobalclimatechangehowtoglobaltransformationalphathematicshttps://www.schroders.com/en/sysglobalassets/digital/insights/2020/hero-images/emissions.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.jpg874993https://www.schroders.com/en/bm/asset-management/insights/economic-views/how-the-ageing-population-could-be-a-boon-for-investors/John BowlerPerspectiveEquitiesJohn BowlerAlpha EquityHealthcareThematicsGlobalGlobal TransformationHealthcare innovation is creating compelling investment opportunities as the need for care increases in parallel with life expectancyTue, 18 Feb 2020 09:00:00 Zperspectivesequitiesjohnbowleralphahealthcarethematicsglobalglobaltransformationhttps://www.schroders.com/en/sysglobalassets/benchmark/couple-on-beach.jpg874907https://www.schroders.com/en/bm/asset-management/insights/economic-views/coronavirus-to-hit-already-reeling-japanese-economy/Piya SachdevaSnapshotPiya SachdevaJapanEconomicsEconomic viewsInvestment TrustsJapan’s economy has shrunk even more than expected as a result of the recent hike in VAT. The impact of coronavirus means there’s worse to come.Mon, 17 Feb 2020 13:30:00 ZsnapshotpiyasachdevajapaneconomicseconomicviewsInvestmenttrustshttps://www.schroders.com/en/sysglobalassets/digital/insights/2020/hero-images/asian-man-face-mask.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