1 April 2020
Our multi-asset investment views - March 2020
Our multi-asset investment views - March 2020

What's new in the monthly update of our asset allocation views?

1 April 2020
Johanna Kyrklund: is this the end of the beginning?
Johanna Kyrklund: is this the end of the beginning?

The first phase of the market correction has been completed as we learn how to cope with the virus. The next phase will be about processing the economic consequences of the shutdown.

19 March 2020
Keith Wade: Is the world now heading for recession?
Keith Wade: Is the world now heading for recession?

With coronavirus now officially classified as a pandemic, Keith Wade reflects on its potential impact on the global economy.

12 March 2020
Johanna Kyrklund: How should investors act in a crisis?
Johanna Kyrklund: How should investors act in a crisis?

With markets reeling from the effects of coronavirus, Schroders’ Group CIO highlights what investors should focus on.

10 March 2020
How stock markets perform after heavy falls
How stock markets perform after heavy falls

Stock 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.

9 March 2020
Monthly markets review - February 2020
Monthly markets review - February 2020

A review of markets in February when stock markets fell sharply amid worries over the spread of coronavirus.

27 February 2020
Economic infographic: A view of the global economy in February 2020
Economic infographic: A view of the global economy in February 2020

In this month's infographic we focus on weakening inflation in emerging markets and whether the UK economy can bounce back from Brexit.

21 February 2020
Why global cities could be more valuable than high-performing tech stocks
Why global cities could be more valuable than high-performing tech stocks

The most successful global cities, which utilise human capital and technological innovations, could potentially be of greater value than top tech stocks.

12 February 2020
BoE seeks Brexit bounce as it resists rate cut
BoE seeks Brexit bounce as it resists rate cut

Sterling gains, while gilt and equity prices fall, as Mark Carney resists a rate cut in his swan song as Bank of England governor amid early signs of a post-Brexit recovery.

7 February 2020
Monthly markets review - January 2020
Monthly markets review - January 2020

A look back at markets in January when the spread of coronavirus saw investors favour "safe haven" assets like government bonds.

30 January 2020
Global Market Perspective - Q1 2020
Global Market Perspective - Q1 2020

Our latest economic and asset allocation views include a review of 2019, a look at the prospects for markets in 2020, and a discussion of credit markets.

25 November 2019
Making sustainability business as usual
Making sustainability business as usual

From ’Extinction rebellion’ to ‘The Blue Planet’ and the ‘Plastic Pledge’ we are surrounded by a global focus on our future.

13 November 2019
Some inconvenient truths about income
Some inconvenient truths about income

Your investment returns may not meet expectations – so do something about it now.

4 October 2019
How diversified is your portfolio?
How diversified is your portfolio?

With mainstream asset classes increasingly correlated over the last decade, investors may be overlooking the benefits of liquid alternatives.

2 October 2019
Is gold the place to hide from negative yields?
Is gold the place to hide from negative yields?

In this chart of the month the multi-asset team asks whether gold could once again become the main hedge of choice as negatively yielding debt becomes increasingly common.

24 September 2019
The future of client communications
The future of client communications

Digital delivery that engages consumers is the way forward and regulation needs to take a more innovative approach.

19 September 2019
Has value investing been disrupted?
Has value investing been disrupted?

A disrupted company can still be a good investment if the price is low enough.

18 September 2019
'Gen Xers care more about sustainability than millennials' - Copy
'Gen Xers care more about sustainability than millennials'

Generation X is more likely than millennials to consider sustainability factors when investing, Schroders Global Investor Study 2019 has found.

2 September 2019
Economic and Strategy Viewpoint - August 2019
Economic and Strategy Viewpoint - August 2019

This month our economists look at why fiscal policy is back in vogue, what's behind weak US inflation and why weak sterling isn't helping the UK.

30 August 2019
Is sustainable air travel an electric dream?
Is sustainable air travel an electric dream?

The electrification of small planes is an exciting development, but it won’t be anywhere near enough to offset aviation’s hefty carbon footprint.