EconomicsenCopyright: (C) Schroderseconomicseconomics1099334https://www.schroders.com/en/insights/economics/whats-the-likely-economic-impact-of-the-ukraine-conflict/Keith WadeSnapshotKeith WadeEmerging MarketsRussia-Ukraine conflictEconomicsEconomic viewsGlobalRussiaWhat's the likely economic impact of the Ukraine conflict?We summarise the likely effects on economic growth, inflation and interest rates of the tragic events unfolding in Ukraine.Fri, 25 Feb 2022 13:40:00 ZsnapshotkeithwadeemergingmarketsRussia-Ukraineconflicteconomicseconomicviewsglobalrussiahttps://www.schroders.com/en/sysglobalassets/digital/insights/hero-images/ukraine.jpg1099289https://www.schroders.com/en/insights/economics/Ukraine_crisis_how_does_the_stock_market_perform_when_the_Vix_fear_gauge_surges/Duncan Lamont, CFASnapshotEquitiesDuncan LamontAlpha EquityRussia-Ukraine conflictMarket viewsGlobalUkraine crisis: how does the stock market perform when the Vix fear gauge surges?We explain how the recent increase in market volatility compares to history as the shocking events in Ukraine unfold.Fri, 25 Feb 2022 11:00:00 ZsnapshotequitiesduncanlamontalphaRussia-Ukraineconflictmarketviewsglobalhttps://www.schroders.com/en/sysglobalassets/digital/insights/2020/hero-images/market-chart-curves.jpg1099089https://www.schroders.com/en/insights/economics/qa-what-does-russias-invasion-of-ukraine-mean-for-markets/Andrew Rymer, CFAIn focusEquitiesCommoditiesCurrenciesFixed IncomeAndrew RymerEmerging MarketsRussiaGlobalRussia-Ukraine conflictQ&A: what does Russia’s invasion of Ukraine mean for markets?Amid the ongoing tragic events unfolding in Ukraine, in this rolling "live" document we look at what has happened, review potential scenarios, and market implications.Fri, 25 Feb 2022 10:00:00 ZinfocusequitiescommoditiescurrenciesfixedincomeandrewrymeremergingmarketsrussiaglobalRussia-Ukraineconflicthttps://www.schroders.com/en/sysglobalassets/digital/insights/2022/february/qa-what-does-russias-invasion-of-ukraine-mean-for-markets/heroimage.jpeg1098812https://www.schroders.com/en/insights/economics/ukraine-invasion-markets-one-step-closer-to-peak-uncertainty/Johanna KyrklundPerspectiveMulti-AssetEquitiesCommoditiesJohanna KyrklundMulti-Asset SolutionsAlpha EquityRussiaMarket viewsPoliticsFederal ReserveGlobalEurope ex UKRussia-Ukraine conflictUkraine invasion: markets one step closer to "peak uncertainty"How the Ukrainians and the Western powers will react remains the major unknown for those trying to assess the tragic situation that is unfolding.Thu, 24 Feb 2022 11:00:00 ZperspectivesmultiassetequitiescommoditiesjohannakyrklundmultiassetsolutionsalpharussiamarketviewsPoliticsfederalreserveglobaleuropeexukRussia-Ukraineconflicthttps://www.schroders.com/en/sysglobalassets/digital/insights/2022/hero-images/ukraine-flag.jpg1098647https://www.schroders.com/en/insights/economics/qa-are-investors-right-to-have-jitters-about-uk-shares/Rory BatemanUzo EkwueIn focusEquitiesAlpha EquityMarket viewsUKQ&A: are investors right to have jitters about UK shares?Even before the Ukraine crisis, expectations of higher inflation and interest rates were giving some equity investors the jitters. Rory Bateman and Uzo Ekwue assess whether this is justified.Wed, 23 Feb 2022 10:00:00 Zinfocusequitiesalphamarketviewsukhttps://www.schroders.com/en/sysglobalassets/digital/insights/2022/qa-are-investors-right-to-have-jitters-about-uk-sahres/city-london.jpg1098537https://www.schroders.com/en/insights/economics/why-automation-and-reshoring-are-investment-themes-that-are-here-to-stay/Daniel McFetrichAngus BauerSamuel ThomasIn focusEquitiesAlpha EquitySustainabilityMarket viewsThematicsSmart manufacturingGlobal TransformationWhy automation and reshoring are investment themes that are here to stayThe twin themes of automation and reshoring will bring opportunities for investors for years to come. We look at the reasons behind their rise and their ESG implications.Tue, 22 Feb 2022 15:50:00 Zinfocusequitiesalphasustainabilitymarketviewsthematicssmartmanufacturingglobaltransformationhttps://www.schroders.com/en/sysglobalassets/digital/insights/2022/february/why-automation-and-reshoring-are-here-to-stay/automation-reshoring.jpg1098336https://www.schroders.com/en/insights/economics/three-lessons-from-three-years-of-sustainable-investing-in-europe/Nicholette MacDonald-BrownScott MacLennanPerspectiveEquitiesAlpha EquitySustainabilityESGMarket viewsEurope ex UKThree lessons from three years of sustainable investing in EuropeWith sustainable investing rapidly becoming mainstream, our experience over the past few years has taught us three valuable lessons. Tue, 22 Feb 2022 14:00:00 Zperspectivesequitiesalphasustainabilityesgmarketviewseuropeexukhttps://www.schroders.com/en/sysglobalassets/digital/insights/2022/february/thre-lessons-from-three-years-of-sustainable-investing/3-lessons-of-sustainable-investing.jpg1098380https://www.schroders.com/en/insights/economics/johanna-kyrklund-putin-and-the-fed-remind-us-what-risk-looks-like/Johanna KyrklundPerspectiveMulti-AssetEquitiesCommoditiesJohanna KyrklundMulti-Asset SolutionsAlpha EquityRussiaMarket viewsPoliticsFederal ReserveGlobalEurope ex UKJohanna Kyrklund: Putin and the Fed remind us what risk looks likeThe Ukraine crisis highlights the need for investors to be ready for risks. Mon, 21 Feb 2022 15:00:00 ZperspectivesmultiassetequitiescommoditiesjohannakyrklundmultiassetsolutionsalpharussiamarketviewsPoliticsfederalreserveglobaleuropeexukhttps://www.schroders.com/en/sysglobalassets/digital/insights/2022/hero-images/skis-mountain.jpg1098231https://www.schroders.com/en/insights/economics/will-the-tiger-outdo-the-ox/Robin ParbrookPerspectiveEquitiesAlpha EquityChinaArticleGlobal EconomyAsia ex JapanWill the Tiger outdo the Ox?The year of the Ox - 2021 - was a disappointing year for investors in Chinese shares. The year of the Tiger should be more favourable - though don't expect too much.Mon, 21 Feb 2022 09:15:00 ZperspectivesequitiesalphachinaArticleglobaleconomyasiaexjapanhttps://www.schroders.com/en/sysglobalassets/digital/insights/2022/february/year-of-the-tiger/tiger.jpg1095669https://www.schroders.com/en/insights/economics/a-snapshot-of-the-global-economy-in-february-2022/Schroders Economics TeamSnapshotAdviserSupportCentral BanksEconomicsEconomic viewsFederal ReserveInflationInfographicGlobalA snapshot of the global economy in February 2022This month's infographic looks at how Omicron disruption is affecting US inflation, as well as economic activity in China, and our latest long-term return forecasts.Wed, 16 Feb 2022 10:00:00 ZsnapshotAdviserSupportCentral Bankseconomicseconomicviewsfederalreserveinflationinfographicglobalhttps://www.schroders.com/en/sysglobalassets/digital/insights/2022/february/a-snapshot-of-global-economy-in-feb-2022/feb22-lorry-queue-infographic.jpg1095227https://www.schroders.com/en/insights/economics/why-did-metas-share-price-crash-and-what-does-it-mean-for-the-tech-sector/Alex TedderFrank ThormannIn focusEquitiesAlex TedderAlpha EquityMarket viewsDisruptionWhy did Meta’s share price crash and what does it mean for the tech sector?Two of our expert equity investors explain, on the Investor Download podcast, what happened to Facebook’s parent company Meta and the implications for tech. Mon, 14 Feb 2022 14:00:00 Zinfocusequitiesalextedderalphamarketviewsdisruptionhttps://www.schroders.com/en/sysglobalassets/digital/insights/2022/hero-images/feb-22-meta-facebook.jpg1094578https://www.schroders.com/en/insights/economics/video-time-to-head-back-to-frontier/Rami SidaniSnapshotEquitiesAlpha EquityEmerging MarketsAsia ex JapanLatin AmericaVideo: time to head back to frontier?Frontier markets include some of the world’s most exciting investment opportunities. Here's why. Thu, 10 Feb 2022 12:00:00 ZsnapshotequitiesalphaemergingmarketsasiaexjapanLatin Americahttps://www.schroders.com/en/sysglobalassets/digital/insights/2022/february/video-is-it-time-to-head--back-to-frontier/heroimage-video.jpeg1093900https://www.schroders.com/en/insights/economics/whats-behind-values-recent-renaissance/Nick KirragePerspectiveEquitiesNick KirrageAlpha EquityMarket viewsGlobalWhat’s behind value’s recent renaissance?Value investor Nick Kirrage explains why investors should be wary of easy narratives to explain market moves. Tue, 08 Feb 2022 11:30:00 Zperspectivesequitiesnickkirragealphamarketviewsglobalhttps://www.schroders.com/en/sysglobalassets/digital/insights/2022/hero-images/feb-22-oil-services-value-renaissance.jpg1093736https://www.schroders.com/en/insights/economics/climate-progress-dashboard-long-term-temperature-rise-drops-again-to-3.3c/Andrew HowardAndrew HowardSustainabilityClimate ChangeClimate Progress DashboardEnvironmentalESGClimate leadersForesightClimate Progress Dashboard: long-term temperature rise drops again to 3.3°CSchroders’ latest update on climate change indicators shows slow progress in light of COP26, reduced oil and gas investment and surging carbon pricing.Mon, 07 Feb 2022 09:00:00 ZandrewhowardsustainabilityclimatechangeclimateprogressdashboardenvironmentalesgClimate leadersforesighthttps://www.schroders.com/en/sysglobalassets/digital/insights/2022/february/climate-progress-dashboard-update/feb-22-glasgow-cpd-update.jpg1093529https://www.schroders.com/en/insights/economics/central-banks-diverge-in-face-of-spiking-inflation/Azad ZanganaSnapshotAzad ZanganaEconomicsEconomic viewsInflationInterest RatesUKCentral banks diverge in face of spiking inflationBank of England hikes again, with more to come, while the eurozone sticks to negative interest rates. Fri, 04 Feb 2022 08:00:00 Zsnapshotazadzanganaeconomicseconomicviewsinflationinterestratesukhttps://www.schroders.com/en/sysglobalassets/digital/insights/2022/hero-images/ukeurope.jpeg1093320https://www.schroders.com/en/insights/economics/monthly-markets-review---january-2022/Investment Communications TeamIn focusMulti-Asset SolutionsEquitiesCommoditiesFixed IncomeMulti-AssetMarket reviewsInflationGlobalMonthly markets review - January 2022A look back at markets in January when equities fell amid caution over the outlook for US interest rates and the uncertain situation in Ukraine.Thu, 03 Feb 2022 15:30:00 Zinfocusmultiassetsolutionsequitiescommoditiesfixedincomemultiassetmarketreviewsinflationglobalhttps://www.schroders.com/en/sysglobalassets/digital/insights/2022/february/monthly-markets-review---jan-2022/fe-22-january-markets-review-oil-rig.jpg1092493https://www.schroders.com/en/insights/economics/can-volkswagen-catch-tesla-in-the-electric-vehicle-race/Rodrigo KohnSnapshotEquitiesAlpha EquitySustainabilityMarket viewsEurope ex UKGlobalCan Volkswagen catch Tesla in the electric vehicle race?Tesla’s vehicle deliveries soared in 2021 but legacy automakers are running a marathon, not a sprint. Wed, 02 Feb 2022 10:30:00 Zsnapshotequitiesalphasustainabilitymarketviewseuropeexukglobalhttps://www.schroders.com/en/sysglobalassets/digital/insights/2022/february/can-vw-catch-tesla/feb-22-vw-and-tesla.jpg1091999https://www.schroders.com/en/insights/economics/four-reasons-to-be-optimistic-about-energy-transition-equities/Mark LaceyAlexander MonkPerspectiveInsightsEquitiesEnvironmentalArticleEnergy transitionThematicsGlobalAlpha EquitySustainabilityAlexander MonkMark LaceyFour reasons to be optimistic about energy transition equitiesAfter a wobbly 2021 and lingering uncertainties for the year ahead, we are confident energy transition equities can deliver. Tue, 01 Feb 2022 11:15:00 ZperspectivesInsightsequitiesenvironmentalArticleenergytransitionthematicsglobalalphasustainabilityalexandermonk marklaceyhttps://www.schroders.com/en/sysglobalassets/digital/insights/2022/january/energy-transition/wind-turbines-sun.jpg1091049https://www.schroders.com/en/insights/economics/our-multi-asset-investment-views---january-2022/Multi-Asset InvestmentsSnapshotMulti-AssetMarket viewsAsset AllocationMulti-Asset SolutionsOur multi-asset investment views - January 2022It remains to be seen how aggressive the Federal Reserve will be in combating rising inflation and what the full implications for markets might be.Fri, 28 Jan 2022 14:30:00 Zsnapshotmultiassetmarketviewsassetallocationmultiassetsolutionshttps://www.schroders.com/en/sysglobalassets/digital/insights/images/hero-images/looking_to_long_term.jpg1090804https://www.schroders.com/en/insights/economics/how-to-get-to-net-zero-in-real-estate-investment/Sophie Van OosteromReal EstateAlternativesPrivate AssetsClimate ChangeEnvironmentalHow to get to net zero in real estate investmentWe know a drastic fall in carbon emissions from the built environment is essential to save the planet. Even so, real solutions - let alone action - remain elusive. It’s time to work out how it can be done.Fri, 28 Jan 2022 10:00:00 Zrealestatealternativesprivateassetsclimatechangeenvironmentalhttps://www.schroders.com/en/sysglobalassets/digital/insights/2022/january/how-to-get-to-net-zero-in-real-estate-investment/sc_net_zero_forge_path.jpg