Insights and News

Ensuring you have the insights, news, and research you need.

Featured programs

Schwab Market Talk

Schwab experts address market and economic questions on advisors' minds.

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Chart in a Minute

Use these market charts to support your conversations with clients about asset-allocation opportunities.
 

Your Clients Don't Have to Sit in Cash

Two potential paths: shorter maturities for interest-rate-sensitive clients, and high-yield corporate bonds for those who can accept credit risk. Get the client-approved chart.

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Investment insights

Read the latest research, perspectives, and analysis from our investment professionals.

ETF Insights

Positioning Client Portfolios Amid Interest Rate Uncertainty

A closer look at how short-duration fixed income may support client portfolios amid interest rate uncertainty and market volatility.

FIXED INCOME

Navigating today’s markets: 4 advisor questions about active fixed income

In this three-minute video, Matt Kuss, Director and Client Portfolio Strategist with Schwab Asset Management®, answers four key questions that advisors have been asking about active fixed income strategies in the current environment and how to implement these strategies within their clients’ portfolios.

The latest from the Schwab Center for Financial Research

Investing involves risk, including loss of principal. The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

Diversification strategies do not ensure a profit and do not protect against losses in declining markets.

The Schwab Center for Financial Research (SCFR) is a division of Charles Schwab & Co., Inc. Articles attributed to SCFR are the opinions of employees of Charles Schwab & Co., Inc., Member SIPC and may not reflect the views of Schwab Asset Management®.

Dividends are not guaranteed.

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