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.jpg884867https://www.schroders.com/es/ar/simsa/vision-de-mercado/mercados-en-espanol/keith-wade-el-mundo-se-dirige-a-la-recesion/Keith WadeKeith WadeCoronavirusAnálisis macroEconomic viewsEconomía globalGrowthOpinión de experto Con el coronavirus ahora oficialmente clasificado como pandemia, Keith Wade reflexiona sobre su posible impacto en la economía mundial.Fri, 13 Mar 2020 04:00:00 Zkeithwadecoronaviruseconomicseconomicviewsglobaleconomygrowthperspectiveshttps://www.schroders.com/es/sysglobalassets/digital/insights/2020/hero-images/milan-empty-shopping-centre.jpg882574https://www.schroders.com/es/ar/simsa/vision-de-mercado/economia-en-ingles/UK-budget-optimism-tempered-by-three-risks/Azad ZanganaReino UnidoAnálisis macroEconomic viewsPolítica monetariaECBOpinión de experto Fondos de inversiónAt 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/es/sysglobalassets/digital/insights/2020/hero-images/houses-of-parliament.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.jpg882376https://www.schroders.com/es/ar/simsa/vision-de-mercado/mercados-en-espanol/como-funcionan-los-mercados-despues-de-fuertes-caidas/David BrettCoronavirusReino UnidoEstados UnidosGlobalVisión de mercadoDavid BrettÚltima hora Los mercados bursátiles se han desplomado en medio del brote de coronavirus. Nuestro análisis muestra cómo las mayores caídas de un día en el pasado han sido seguidas por retornos sustanciales en los siguientes cinco años.Thu, 05 Mar 2020 05:00:00 Zcoronavirusukusglobalmarketviewsdavidbrettsnapshothttps://www.schroders.com/es/sysglobalassets/digital/insights/2020/march/how-markets-perform-after-one-day-falls/cliff-edge.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.jpg879896https://www.schroders.com/es/ar/simsa/vision-de-mercado/economia-en-ingles/central-banks-begin-to-act-on-coronavirus/Irene LauroKeith WadeÚltima hora AustraliaChinaEconomic viewsVolatilidadAsia PacíficoEstados UnidosGlobal Emerging MarketsAnálisis macroPolítica monetariaCoronavirusThe 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/es/sysglobalassets/digital/insights/2017/hero-images/manhattan-skyline-at-sunset-under-brooklyn-bridge.jpg879728https://www.schroders.com/es/ar/simsa/vision-de-mercado/economia-en-ingles/coronavirus-the-economic-impact/Keith WadeKeith WadeAlfa en renta variableVisión económica y estratégicaEconomic viewsEuropean equitiesPolítica monetariaGlobalOpinión de experto CoronavirusFondos de inversiónAs 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/es/sysglobalassets/digital/insights/2020/february/coronavirus-the-economic-impact/coronavirus-man.jpg881437https://www.schroders.com/es/ar/simsa/vision-de-mercado/mercados-en-espanol/los-bancos-centrales-comienzan-a-actuar-para-hacer-frente-al-coronavirus/Keith WadeÚltima hora Análisis macroPolítica monetariaVolatilidadCoronavirusEstados UnidosAsia PacíficoAustraliaLa Reserva Federal de los Estados Unidos ha seguido al Banco de la Reserva de Australia y ha decidido reducir los tipos de interés, al mismo tiempo que los bancos centrales estudian cómo contrarrestar los efectos del coronavirus.Tue, 03 Mar 2020 05:00:00 Zsnapshoteconomicsmonetarypolicyvolatilitycoronavirususasiapacificaustraliahttps://www.schroders.com/es/sysglobalassets/digital/insights/2017/hero-images/manhattan-skyline-at-sunset-under-brooklyn-bridge.jpg881439https://www.schroders.com/es/ar/simsa/vision-de-mercado/mercados-en-espanol/coronavirus-el-impacto-economico/Keith WadeOpinión de experto Keith WadeEconomic viewsEuropean equitiesPolítica monetariaGlobalCoronavirusVisión económica y estratégicaAlfa en renta variableA medida que el coronavirus amenaza con hacer descarrilar la reactivación del crecimiento económico mundial, el año 2020 podría ser potencialmente el más débil desde 2009, el punto álgido de la crisis financiera mundial.Tue, 03 Mar 2020 05:00:00 Zperspectiveskeithwadeeconomicviewseuropeanequitiesmonetarypolicyglobalcoronaviruseconomicstrategyviewpointalphahttps://www.schroders.com/es/sysglobalassets/digital/insights/2020/february/coronavirus-the-economic-impact/coronavirus-man.jpg879129https://www.schroders.com/es/ar/simsa/vision-de-mercado/economia-en-ingles/how-climate-change-may-impact-financial-markets/Craig BothamIrene LauroTendenciasAnálisis macroEconomic viewsEconomía globalGrowthGlobalFor 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/es/sysglobalassets/digital/insights/2020/hero-images/earth.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.jpg879389https://www.schroders.com/es/ar/simsa/vision-de-mercado/mercados-en-espanol/como-se-comporta-el-mercado-de-valores-cuando-el-medidor-de-miedo-vix-sube/Duncan LamontÚltima hora Renta variableVisión de mercadoGlobalCon el aumento de la volatilidad del mercado de valores debido al coronavirus, miramos lo que ha sucedido en el pasado con los retornos después de un período de turbulencias similares.Fri, 28 Feb 2020 05:00:00 Zsnapshotequitiesmarketviewsglobalhttps://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.jpg879257https://www.schroders.com/es/ar/simsa/vision-de-mercado/mercados-en-espanol/coronavirus-su-impacto-en-las-inversiones-a-nivel-internacional/Andrew RymerEn profundidad Andrew RymerGlobalVisión de mercadoRenta variableCambio de divisaRenta fijaAnálisis macroEconomic viewsSchroders explica cómo el coronavirus está impactando en los mercados y revelamos los últimos puntos de vista de los expertos de Schroders.Thu, 27 Feb 2020 05:00:00 Zinfocusandrewrymerglobalmarketviewsequitiesforeignexchangefixedincomeeconomicseconomicviewshttps://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.jpg875483https://www.schroders.com/es/ar/simsa/vision-de-mercado/economia-en-ingles/economic-infographic-a-view-of-the-global-economy-in-february-2020/Schroders Economics TeamÚltima hora Schroders Economics TeamGlobalEconomic viewsInfographicAnálisis macroInflaciónIn 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/es/sysglobalassets/digital/insights/images/economic-infographic.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.jpg874904https://www.schroders.com/es/ar/simsa/vision-de-mercado/economia-en-ingles/coronavirus-to-hit-already-reeling-japanese-economy/Piya SachdevaÚltima hora Piya SachdevaJapónAnálisis macroEconomic viewsFondos de inversiónJapan’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/es/sysglobalassets/digital/insights/2020/hero-images/asian-man-face-mask.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