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 Schwab experts Liz Ann Sonders, Kathy Jones and Jeffrey Kleintop.

Chart in a Minute

A simple visual that can help illustrate technical market perspectives.

 

Will value outperform in 2022? >

After an extraordinary span of underperformance of value relative to growth, is it time to reexamine your client’s exposure to U.S. value strategies? Use this client-approved chart to strike up a conversation about the potential opportunity.

Stopwatch Illustration

Read the latest insights from Omar Aguilar, Ph.D.

Stay up to date with the latest insights from Omar Aguilar, Ph.D., Chief Executive Officer and Chief Investment Officer of Schwab Asset Management.

See all insights by Omar >

Omar Aguilar

Read the latest insights from Brett Wander, CFA

Stay up to date with the latest insights from Brett Wander, CFA, Managing Director and Chief Investment Officer of Fixed Income Strategies

See all insights by Brett >

Brett Wander headshot

Investment insights

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

Investment Insights

Learn about the major influences on Municipal Money Market Fund yields.
Chart in a Minute

Are rising inflation and interest rates taking a toll on your clients’ portfolios? Use this client-approved chart to strike up a conversation about the potential benefits of adding small-cap value stocks.
Chart in a Minute

After an extraordinary span of underperformance of value relative to growth, is it time to reexamine your client’s exposure to U.S. value strategies? Use this client-approved chart to strike up a conversation about the potential opportunity.
Chart in a Minute

Aided by a sea change in fiscal policy, the potential for a high tide of growth is likely to help float the global economy in 2022, which bodes well for international equities. Use this chart to talk with your clients about the investment opportunity.

News and events

See news highlights and learn about upcoming events.

Press Releases

Charles Schwab today announced Schwab Personalized Indexing™, a new direct indexing solution with powerful tax management and portfolio management capabilities now available to a wider spectrum of registered investment advisors and retail investors.
Press Releases

Schwab Asset Management, the asset management arm of The Charles Schwab Corporation, is announcing forward share splits on five Schwab ETFs.
Press Releases

New additions include two positive impact strategies, bringing new choices for clients who want to align their investments with their values.

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.

Rick Wurster

Rick Wurster

President, The Charles Schwab Corporation, Head of Schwab Asset Management Solutions
Omar Aguilar

Omar Aguilar, Ph.D.

Chief Executive Officer and Chief Investment Officer
Brett Wander

Brett Wander, CFA

Managing Director, Chief Investment Officer, Fixed Income Strategies