Asset Management

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Insights and News

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

Insight and News

Schwab Market Talk

Advisors, join our monthly webcast series to get your market and economic questions answered by Charles Schwab & Co. experts Liz Ann Sonders (Chief Investment Strategist), Kathy Jones (Chief Fixed Income Strategist) and Jeffrey Kleintop (Chief Global Investment Strategist).

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Liz Ann, Jeffry and Kathy

Chart in a Minute

A simple visual that can help illustrate technical market perspectives.

 

Should your clients consider going long on bonds?

This chart can potentially help clients understand why buying a longer-term bond with a similar yield to a shorter-term bond might make more sense now than potentially waiting and facing reinvestment risk down the road.

Stopwatch Illustration

Lessons in behavioral finance

Behavioral finance insights to support your clients and your practice.

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heart vs mind

Investment insights

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

Fixed Income

Agency MBS opportunities appear to be reemerging

Current coupon securities of residential mortgage pools potentially look compelling, given current dynamics. Read more in this short taxable bond insights piece.
ETF Know:How

Investors still hungry for ETFs, fixed income a popular dish

In the face of market challenges, the appetite for ETFs has increased, with millennials in particular craving opportunities in fixed income. This is according to Schwab Asset Management’s ETFs and Beyond Study, which also shows a growing interest in personalization.
Investment Insights

Dividend-focused ETFs: Searching for quality dividend opportunities

In this video, Eliot Bishop, Director and Senior Investment Portfolio Strategist supporting Schwab Asset Management™, shares his perspective on trends and opportunities in the dividend equity ETF space, and the role dividend-generating strategies can play within an asset-allocation framework.
Chart in a Minute

Are your clients still on the sidelines regarding fixed income?

Interest rates are forecasted to fall in 2024, which might lead to lower yields across the bond maturity curve. This client-approved chart can be used to help investors understand the potential for capturing more capital gains down the road.
Direct indexing
ETFs
Collective Investment Trusts
Fixed income
Money Market Funds
Index
Multi-Asset
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The latest from the Schwab Center for Financial Research

The latest from the Schwab Center for Financial Research

See all research from the Schwab Center for Financial Research

News and events

See news highlights and learn about upcoming events.

Press Releases

Fixated on fixed income: millennial ETF investors stand out from the pack for their interest, intentions and investment in fixed income ETFs

Today, October 26, 2023, Fixed income has been in focus this year and surprisingly, Millennial ETF investors are gravitating toward this asset class more than their older peers, according to the 2023 edition of “ETFs and Beyond,” an annual study by Schwab Asset Management™.
Press Releases

Schwab Asset Management reduces fees on two fixed income ETFs, pricing its entire fixed income lineup at three basis points

Today, September 25, 2023, Schwab Asset Management™, the asset management arm of The Charles Schwab Corporation and the fifth-largest provider of ETFs, announced the reduction of operating expense ratios for the Schwab High Yield Bond ETF (SCYB) and the Schwab U.S. TIPS ETF (SCHP), bringing the fees for Schwab Asset Management’s entire lineup of fixed income ETFs to only three basis points.
Press Releases

The Schwab High Yield Bond ETF (SCYB) begins trading

Today, July 11, 2023, the Schwab High Yield Bond ETF (NYSE Arca: SCYB) begins trading.
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Leadership insights

Keep updated on valuable insights from our leadership team—from the latest on the global markets and asset management industry, to behavioral finance and investor biases.

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Rick Wurster

Rick Wurster

President, The Charles Schwab Corporation
Learn more about Rick
Omar Aguilar

Omar Aguilar, Ph.D.

Chief Executive Officer and Chief Investment Officer
Learn more about Omar