esCopyright: (C) Schroders884817https://www.schroders.com/es/ar/simsa/vision-de-mercado/mercados-en-ingles/johanna-kyrklund-are-opportunities-beginning-to-emerge/Johanna KyrklundOpinión de experto Renta variableMultiactivoGlobalCoronavirusVisión de mercadoAfter 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/es/sysglobalassets/digital/insights/2020/hero-images/stormy_waters.jpg883572https://www.schroders.com/es/ar/simsa/vision-de-mercado/mercados-en-ingles/coronavirus-and-an-oil-price-shock-a-perfect-storm-for-high-yield-debt/Kristjan MeeEn profundidad Renta fijaMaterias primasCréditoCoronavirusBondsOil PricesEstados UnidosCoronavirus 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/es/sysglobalassets/digital/insights/2019/hero-images/clouds_on_horizon.jpg881530https://www.schroders.com/es/ar/simsa/vision-de-mercado/mercados-en-ingles/value-investors-why-are-they-so-calm-in-a-crisis/Simon KeaneEn profundidad CoronavirusVisión de mercadoGlobalRenta variableSimon 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/es/sysglobalassets/digital/insights/2019/hero-images/clouds_on_horizon.jpg880571https://www.schroders.com/es/ar/simsa/vision-de-mercado/mercados-en-ingles/coronavirus-how-stock-markets-perform-after-heavy-falls/David BrettÚltima hora Renta variableDavid BrettCoronavirusHow toVisión de mercadoGlobalReino UnidoEstados UnidosPodcastsStock 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/es/sysglobalassets/digital/insights/2020/march/how-markets-perform-after-one-day-falls/cliff-edge.jpg881386https://www.schroders.com/es/ar/simsa/vision-de-mercado/mercados-en-ingles/what-the-price-war-means-for-the-oil-market/Mark LaceyOpinión de experto Materias primasRenta variableMark LaceyTransición energéticaCoronavirusEuropean 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/es/sysglobalassets/digital/insights/2020/february/oil-price-war/saudi-oil.jpg881051https://www.schroders.com/es/ar/simsa/vision-de-mercado/mercados-en-ingles/johanna-kyrklund-how-should-investors-act-in-a-crisis/Johanna KyrklundJohanna KyrklundVisión de mercadoGlobalCoronavirusRenta variableRenta fijaMultiactivoAnálisis macroEconomía globalPolítica monetariaOpinión de experto PodcastsWith 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/es/sysglobalassets/digital/insights/2020/hero-images/man-sick-on-train.jpg880771https://www.schroders.com/es/ar/simsa/vision-de-mercado/mercados-en-ingles/coronavirus-the-views-from-our-investors/Investment Communications TeamOpinión de experto Renta variableRenta fijaMultiactivoCrédito titulizadoCoronavirusVisión de mercadoReino UnidoGlobalGlobal Emerging MarketsAsia ex JapónFondos de inversiónWe'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/es/sysglobalassets/digital/insights/2020/hero-images/coronavirus-man-mask.jpg880312https://www.schroders.com/es/ar/simsa/vision-de-mercado/mercados-en-ingles/johanna-kyrklund-how-were-positioning-for-coronavirus/Johanna KyrklundOpinión de experto MultiactivoSoluciones multiactivoVisión de mercadoGlobalCoronavirusWith 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/es/sysglobalassets/digital/insights/2018/hero-images/china-shanghai-panoramic-skyline-of-shanghai.jpg882439https://www.schroders.com/es/ar/simsa/vision-de-mercado/mercados-en-ingles/what-does-europes-green-deal-means-for-the-energy-transition/Mark LaceyAlexander MonkFelix OdeyEn profundidad Renta variableAlexander MonkFelix OdeyMark LaceyAlfa en renta variableTransición energéticaEuropa ex Reino UnidoGlobalMedio ambientePodcastsWe 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/es/sysglobalassets/digital/insights/2020/february/what-does-europe-green-deal-mean-for-energy-transition/old-windmill-and-wind-turbines-holland.jpg879183https://www.schroders.com/es/ar/simsa/vision-de-mercado/mercados-en-ingles/how-does-the-stock-market-perform-when-the-vix-fear-gauge-surges/Duncan Lamont, CFARenta variableDuncan LamontGlobalVisión de mercadoÚltima hora CoronavirusWith 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/es/sysglobalassets/digital/insights/2020/february/how-does-the-stock-market-perform-when-the-vix-fear-gauge-surges/vix-image.jpg878845https://www.schroders.com/es/ar/simsa/vision-de-mercado/mercados-en-ingles/coronavirus-the-investment-impact-in-seven-charts/Andrew Rymer, CFAInvestment Communications TeamEconomic viewsVisión de mercadoGlobalRenta variableCambio de divisaRenta fijaEn profundidad Análisis macroCoronavirusWe explain how the coronavirus is impacting markets and reveal the latest views from Schroders' experts.Thu, 27 Feb 2020 12:30:00 Zinvestmentcommunicationsteameconomicviewsmarketviewsglobalequitiesforeignexchangefixedincomeinfocuseconomicscoronavirushttps://www.schroders.com/es/sysglobalassets/digital/insights/2020/february/coronavirus-the-investment-impact-in-seven-charts/coronavirus-travel-restrictions.jpg878884https://www.schroders.com/es/ar/simsa/vision-de-mercado/mercados-en-ingles/our-multi-asset-investment-views---february-2020/Multi-Asset InvestmentsÚltima hora MultiactivoSoluciones multiactivoAsignación de activosVisión de mercadoGlobalWhat's new in the monthly update of our asset allocation views?Tue, 25 Feb 2020 15:00:00 Zsnapshotmultiassetmultiassetsolutionsassetallocationmarketviewsglobalhttps://www.schroders.com/es/sysglobalassets/digital/insights/2020/hero-images/foggy-country-morning.jpg877125https://www.schroders.com/es/ar/simsa/vision-de-mercado/mercados-en-ingles/what-are-data-centres-and-why-are-they-so-important/Tom WalkerOpinión de experto Renta variableTom WalkerGlobalCiudades GlobalesPropertyBienes inmueblesEconomía globalWith 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/es/sysglobalassets/digital/insights/2020/february/data-centres-article-global-cities/data-centre-2020.jpg875434https://www.schroders.com/es/ar/simsa/vision-de-mercado/mercados-en-ingles/why-global-cities-could-be-more-valuable-than-high-performing-tech-stocks/Tom WalkerTom WalkerPropertyBienes inmueblesOpinión de experto Alfa en renta variableCiudades GlobalesGlobalPopulation growthGlobal TransformationInversión temáticaThe 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/es/sysglobalassets/digital/insights/2020/february/why-global-cities-could-be-more-valuable-than-high-performing-tech-stocks/boston-cityscape.jpg875094https://www.schroders.com/es/ar/simsa/vision-de-mercado/mercados-en-ingles/dividend-reinvestment/David BrettÚltima hora Renta variableDavid BrettVisión de mercadoReino UnidoHow 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/es/sysglobalassets/digital/insights/2020/february/how-the-ftse-100-returned-122-in-20-years-but-barely-moved/investment-desk.jpg874990https://www.schroders.com/es/ar/simsa/vision-de-mercado/mercados-en-ingles/how-the-ageing-population-could-be-a-boon-for-investors/John BowlerOpinión de experto Renta variableJohn BowlerAlfa en renta variableSector SaludInversión temáticaGlobalGlobal 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/es/sysglobalassets/benchmark/couple-on-beach.jpg874729https://www.schroders.com/es/ar/simsa/vision-de-mercado/mercados-en-ingles/why-corporate-karma-is-crucial-for-your-investment-returns/Katherine DavidsonOpinión de experto Renta variableKatherine DavidsonAlfa en renta variableGlobal TransformationInversión temáticaSostenibilidadGlobalGrowthGlobal 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/es/sysglobalassets/digital/insights/2020/february/why-corporate-karma-is-crucial-for-your-investment-returns/hands-holding-plant-in-eggshell.jpg