Asset Management

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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Chart in a Minute

A simple visual that can help illustrate technical market perspectives.

 

An investment-grade corporate bond opportunity?

Yields on investment-grade corporate bonds are up substantially from 2022, and this client-approved chart can help you strike up a good conversation about the fixed income opportunity.

Stopwatch Illustration

5 tips to help boost your success with women investors

Unconscious assumptions can cause conversational missteps. A few quick tips can help you connect with women clients and support their satisfaction.

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People building a giant puzzle

Investment insights

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

Chart in a Minute

The highest municipal bond yields since 2009?

The sharp sell-off in municipal bonds in 2022 has created potential tax-equivalent yield opportunities that have rarely existed since 2009. Use this client-approved chart to help your clients understand the current market backdrop.
Behavioral finance
Investment Insights
Leadership Insights

Lessons in behavioral finance: Anchoring bias

Are past economic events haunting your clients’ concerns about inflation, rising interest rates, and the potential for a U.S. recession? If so, anchoring bias may be to blame. Omar Aguilar has three strategies to help advisors address this cognitive bias and realign your clients’ focus.
Chart in a Minute

Are you looking for inflation protection?

Yields on Treasury Inflation-Protected Securities (TIPS) are up sharply in 2022. This chart provides a potential conversation starter to help your clients understand why a TIPS allocation might make sense.
Chart in a Minute

Is it time to consider dividend-paying stocks?

Slowing growth, elevated inflation, and tighter major central bank policies may support dividend-paying stocks, particularly if a global recession emerges. This chart provides a potential client conversation starter.
ETFs
Mutual Funds
Collective Investment Trusts
Money Market Funds
Index Performance
Strategic Beta
Active
Multi-Asset
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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

Schwab Asset Management announces Zero Capital Gains Distributions for Schwab ETFs for 2022

Today, December 16, 2022, Schwab Asset Management announces there will be no capital gains distributions for the 2022 tax year by any of the 29 exchange-traded funds (ETFs).
Press Releases

Schwab Asset Management named A Best Place to Work in Money Management

Today, December 12, 2022, Schwab Asset Management announced it has been named to Pensions & Investments' annual list of Best Places to Work in Money Management.
Press Releases

Schwab Asset Management™ pilots new proxy polling solution to gain insight into shareholder preferences

Today, October 13, 2022, Schwab Asset Management, the asset management arm of The Charles Schwab Corporation, announces that it is the first large asset manager to pilot a new proxy polling solution from global fintech firm, Broadridge Financial Solutions, Inc. (NYSE:BR).
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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, Head of Schwab Asset Management Solutions
Learn more about Rick
Omar Aguilar

Omar Aguilar, Ph.D.

Chief Executive Officer and Chief Investment Officer
Learn more about Omar
Brett Wander, CFA

Brett Wander

CIO of Fixed Income and Tactical Solutions
Learn more about Brett