Insights and News

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

Insight and News

2024 Schwab Market Outlook

What does next year have in store for the markets and economy? Schwab’s market and political experts weigh-in.

Watch now >

speaker headshots

Chart in a Minute

A simple visual that can help illustrate technical market perspectives.

 

A bright future for bonds, even after a late 2023 rally?

We think the outlook for fixed income remains quite favorable, even after an impressive rally in late 2023. Consider using this client-approved chart as a conversation starter.

Stopwatch Illustration

Lessons in behavioral finance

Behavioral finance insights to support your clients and your practice.

Watch >

heart vs mind

Investment insights

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

Fixed Income

We think the outlook for fixed income remains quite favorable, even after an impressive rally in late 2023. Consider using this client-approved chart as a conversation starter.
Chart in a Minute

If U.S. growth continues to slow in 2024 and interest rates fall as forecasted, international equities may be poised to benefit. Read more in this client-friendly chart.
Fixed Income

High-quality corporate bond yields have reached levels rarely seen over the past two decades, making a compelling case for corporate bonds. Read more in this short taxable bond insights piece.
Fixed Income

Current coupon securities of residential mortgage pools potentially look compelling, given current dynamics. Read more in this short taxable bond insights piece.
The latest from the Schwab Center for Financial Research

News and events

See news highlights and learn about upcoming events.

Press Releases

Today, December 18, 2023, Schwab Asset Management ®, the asset management arm of The Charles Schwab Corporation, announced there will be no capital gains distributions for the 2023 tax year by any of the 30 exchange-traded funds (ETFs) in the Schwab ETF family.
Press Releases

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

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.

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
Omar Aguilar

Omar Aguilar, Ph.D.

Chief Executive Officer and Chief Investment Officer