enCopyright: (C) Schroderseconomicseconomics940005https://www.schroders.com/bg/insights/economics/johanna-kyrklund-trump-or-biden---should-investors-really-care/Johanna KyrklundPerspectiveMulti-AssetEquitiesJohanna KyrklundMulti-Asset SolutionsAlpha EquityCoronavirusMarket viewsUSGlobalPolitics can create short term noise. But if you can withstand the volatility, it’s best to sit on your hands and wait for it to pass.Wed, 23 Sep 2020 11:30:00 Zperspectivesmultiassetequitiesjohannakyrklundmultiassetsolutionsalphacoronavirusmarketviewsusglobalhttps://www.schroders.com/bg/sysglobalassets/digital/insights/2020/hero-images/us-election-voted.jpg939568https://www.schroders.com/bg/insights/economics/seven-reasons-behind-the-resilience-of-green-investments-in-the-pandemic/Alexander MonkIsabella Hervey-BathurstPerspectiveEquitiesAlpha EquityEnergy transitionThematicsGlobal TransformationClimate ChangeCoronavirusMarket viewsGlobalSharesIn contrast to previous economic slowdowns, climate change and energy transition investments have performed well so far in the Covid-19 crisis. We examine the reasons for this. Tue, 22 Sep 2020 13:30:00 Zperspectivesequitiesalphaenergytransitionthematicsglobaltransformationclimatechangecoronavirusmarketviewsglobalshareshttps://www.schroders.com/bg/sysglobalassets/digital/insights/2020/september/seven-reasons-behind-resilience-of-green-investments/electric-car-and-solar-panels.jpg938337https://www.schroders.com/bg/insights/economics/big-techs-market-might-in-five-charts/Sean Markowicz, CFASnapshotEquitiesSean MarkowiczAlpha EquityDisruptionChanging lifestyleThematicsMarket viewsSharesUSCoronavirusHow would the US market have performed without Big Tech? How do their profits compare? Our charts reveal the market dominance of the "FAMAGs".Wed, 16 Sep 2020 12:30:00 Zsnapshotequitiesseanmarkowiczalphadisruptionchanginglifestylethematicsmarketviewssharesuscoronavirushttps://www.schroders.com/bg/sysglobalassets/digital/insights/2020/hero-images/tug-of-war.jpg938249https://www.schroders.com/bg/insights/economics/will-decarbonisation-be-the-mega-trend-of-the-next-decade/Simon WebberPerspectiveEquitiesSimon WebberAlpha EquityClimate ChangeGlobal TransformationThematicsGlobalMarket viewsUS equities have been the winners of the past ten years, but the rest of the world appears well placed for the low carbon future.Wed, 16 Sep 2020 10:30:00 Zperspectivesequitiessimonwebberalphaclimatechangeglobaltransformationthematicsglobalmarketviewshttps://www.schroders.com/bg/sysglobalassets/digital/insights/2020/september/how-internation-equities-lead-way-on-decarbonisation/wind-turbines-spain.jpg937909https://www.schroders.com/bg/insights/economics/a-snapshot-of-the-global-economy-in-september-2020/Schroders Economics TeamSnapshotEconomicsEconomic viewsInfographicGlobalThis month's infographic highlights the latest GDP growth forecasts from our economics team.Tue, 15 Sep 2020 10:30:00 Zsnapshoteconomicseconomicviewsinfographicglobalhttps://www.schroders.com/bg/sysglobalassets/digital/insights/2020/september/a-snapshot-of-global-economy-sept-2020/globe-marble.jpg937861https://www.schroders.com/bg/insights/economics/the-homebody-economy--investing-in-your-digital-back-yard/Jean RochePerspectiveEquitiesUKGrowthSharesMarket viewsCoronavirusCovid-19 has accelerated existing trends to shop, study, work and play at home with important implications for investors in UK equities.Tue, 15 Sep 2020 08:30:00 Zperspectivesequitiesukgrowthsharesmarketviewscoronavirushttps://www.schroders.com/bg/sysglobalassets/digital/insights/2020/september/investing-in-digital-backyard/gaming-resized.jpg937186https://www.schroders.com/bg/insights/economics/uk-recovers-70-of-lost-output-what-next/Azad ZanganaSnapshotAzad ZanganaEconomicsCoronavirusEconomic viewsUKA full recovery will take longer and the UK government should avoid a total withdrawal of the furlough scheme.Fri, 11 Sep 2020 12:15:00 Zsnapshotazadzanganaeconomicscoronaviruseconomicviewsukhttps://www.schroders.com/bg/sysglobalassets/digital/insights/2018/hero-images/british-pub.jpg936639https://www.schroders.com/bg/insights/economics/what-the-data-tells-us-about-japans-response/Emma StevensonIn focusEquitiesAlpha EquityPiya SachdevamarkainsworthMasaki TaketsumeCoronavirusSharesJapanInvestment TrustsAnalysis by our Data Insights Unit show how Japan’s Covid response has differed from other countries. We ask our experts what this means for investors. Wed, 09 Sep 2020 12:30:00 ZinfocusequitiesalphapiyasachdevamarkainsworthMasakiTaketsumecoronavirussharesjapanInvestmenttrustshttps://www.schroders.com/bg/sysglobalassets/digital/insights/2020/september/tracking-the-crisis-what-the-data-shows-about-japans-response-to-covid-19/japan-akihabara-shopping-district.jpg936580https://www.schroders.com/bg/insights/economics/what-anti-obesity-measures-and-the-national-food-strategy-mean-for-businesses/Jo MarshallIn focusSustainabilityUKEquitiesHealthy and affordable food is at the centre of UK measures and recommendations aimed at curbing obesity. How might this impact food and hospitality-related businesses? Wed, 09 Sep 2020 10:30:00 Zinfocussustainabilityukequitieshttps://www.schroders.com/bg/sysglobalassets/digital/insights/2020/hero-images/anti-obesity-measures.jpg936207https://www.schroders.com/bg/insights/economics/what-does-average-inflation-targeting-mean-for-investors/James MolonyIn focusFixed IncomeBondsEconomicsFederal ReserveInflationInterest RatesUSThe Federal Reserve has unveiled a new policy framework in the hope of boosting inflation. We assess the implications for bond markets. Tue, 08 Sep 2020 14:00:00 Zinfocusfixedincomebondseconomicsfederalreserveinflationinterestratesushttps://www.schroders.com/bg/sysglobalassets/digital/insights/2020/hero-images/uk-shoppers.jpg935822https://www.schroders.com/bg/insights/economics/monthly-markets-review---august-2020/Investment Communications TeamIn focusCommoditiesEquitiesFixed IncomeMulti-AssetMulti-Asset SolutionsBondsMarket reviewsSharesGlobalA look back at markets in August when hopes of a Covid-19 vaccine and a shift in Federal Reserve policy helped to support shares. Fri, 04 Sep 2020 13:30:00 Zinfocuscommoditiesequitiesfixedincomemultiassetmultiassetsolutionsbondsmarketreviewssharesglobalhttps://www.schroders.com/bg/sysglobalassets/digital/insights/2020/september/monthly-markets-review---aug/federal-reserve-building.png935710https://www.schroders.com/bg/insights/economics/how-cyber-risk-has-changed-post-covid/Vicki OwenIn focusSustainabilityMarket viewsGlobalAndrew HowardHow cyber fraudsters are raising their game, why investors should care and what companies should do.Fri, 04 Sep 2020 12:30:00 Zinfocussustainabilitymarketviewsglobalandrewhowardhttps://www.schroders.com/bg/sysglobalassets/digital/insights/2020/hero-images/cyber-guy-at-comp.jpg935163https://www.schroders.com/bg/insights/economics/has-eat-out-to-help-out-saved-the-uk-hospitality-sector/Emma StevensonIn focusEquitiesEmma StevensonAlpha EquityRory BatemanUKSharesCoronavirusWe look at the impact of the UK government’s scheme, and ask Rory Bateman, Head of Equities at Schroders, what it means for businesses. Wed, 02 Sep 2020 13:20:00 Zinfocusequitiesemmastevensonalpharorybatemanuksharescoronavirushttps://www.schroders.com/bg/sysglobalassets/digital/insights/2020/september/eat-out-to-help-out/waitress-carrying-plates.jpg934881https://www.schroders.com/bg/insights/economics/why-we-upgraded-our-forecast-for-global--gdp-growth/Schroders Economics TeamPerspectiveEconomicsEconomic viewsGlobalGrowthGDP2020 market volatilityWe now see 2020 global growth at -4.6%, following a better-than-expected second quarter for the US economy.Tue, 01 Sep 2020 13:30:00 Zperspectiveseconomicseconomicviewsglobalgrowthgdp2020 market volatilityhttps://www.schroders.com/bg/sysglobalassets/digital/insights/2020/september/why-we-have-upgraded-global-gdp/new-york-skyline.jpg935016https://www.schroders.com/bg/insights/economics/our-multi-asset-investment-views_august-2020/Multi-Asset InvestmentsSnapshotMulti-AssetMulti-Asset SolutionsAsset AllocationMarket viewsGlobalChanges this month include upgrades to US and emerging market equities, and a downgrade of European equities.Mon, 31 Aug 2020 01:00:00 Zsnapshotmultiassetmultiassetsolutionsassetallocationmarketviewsglobalhttps://www.schroders.com/bg/sysglobalassets/digital/insights/2020/hero-images/sequoia.jpeg934459https://www.schroders.com/bg/insights/economics/the-case-for-japan-as-abe-departs/Masaki TaketsumePerspectiveEquitiesAlpha EquityJapanAbenomicsSharesInvestment TrustsShinzo Abe is stepping down as prime minister but the uncertainty this may create should not detract from an encouraging picture for Japanese equities. Fri, 28 Aug 2020 11:30:00 ZperspectivesequitiesalphajapanabenomicssharesInvestmenttrustshttps://www.schroders.com/bg/sysglobalassets/digital/insights/2020/tokyo-skytower.jpg