A look back at markets in October when Covid-19 lockdowns were reintroduced in much of Europe and investors awaited the US presidential election.

UK corporate bonds have recovered considerable ground since the Covid-19 crisis, but the market continues to present an unusually appealing array of company-level opportunities.

Suddenly there is cause for optimism for 2021.

Investors are overlooking a number of structural shifts that could help improve returns in Japan.

We ask global cities investor Tom Walker about whether long-term demographic trends pose a potential challenge to real estate investing.

Markets have rebounded since the outbreak of the pandemic. But as cases of coronavirus continue to rise and Europe experiences another wave, questions linger over how long the calm will last. 

Johanna Kyrklund, Chief Investment Officer, and Robin Parbrook, Asian Fund Manager, chat to the pod about market behaviour since the outbreak of the pandemic and what we can learn from previous crises.

A look back on markets in July when the US dollar declined and tech stocks posted strong quarterly earnings.

The Covid-19 pandemic has changed the way people live their lives. But to what extent are people concerned about the long-term economic implications, and impact on their investments?

Who will win the 2020 #USElection? Piya Sachdeva, an economist, and Sean Markowicz, an analyst, join the pod to look at the factors that might decide the election, who might win and how markets might react.

Increasing valuations have been the main driver of stock market returns since Covid-19, but when we look over the past five years, we find a different set of drivers.

We focus on six key areas that point to a changing role of the corporate sector in society in the face of “inescapable truths”.

With signs Covid-19 has led to a pandemic of single-use plastic, Schroders' Head of Engagement Elly Irving considers what it will take to turn the tide and whether companies are doing enough.

In Keith’s macro review he highlights the strong numbers coming through as economies begin to open and consumers begin to spend.  However, he is still cautious on the outlook, with the inevitable policy support withdrawal on the horizon.

The winning companies of tomorrow need help to survive today. This is how we, and the government, could help.

This month's infographic looks at how we've cut our 2020 growth forecasts given a weak Q1 and the difficulty of lifting lockdowns.

We've gone from predicting a V-shaped recovery to a U-shape, given the difficulties of lifting lockdown.

Covid-19 has highlighted the importance of the “S” of “ESG” (environmental, social and governance) in asset management, according to Anastasia Petraki, Schroders’ Head of Policy Research.

A review of markets in May when shares were supported by an increasing focus on how lockdowns would be lifted.