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 upside of Federal Reserve rate hikes >

After sharp losses early in 2022, U.S. bonds are at their highest yields in more than a decade, which may bode well for fixed income investors if the Federal Reserve stalls the U.S. economy. This client-approved chart provides a conversation starter.

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.

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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

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Brett Wander headshot

Investment insights

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

Chart in a Minute

Why consider a tactical, global asset allocation approach?

Around the world, economies, growth, inflation, and asset class returns are constantly in flux. As a result, an active investment strategy that considers global opportunities may make sense to consider. This client-approved chart provides a potential conversation starter.
Investment Insights

Choosing the right crypto-related ETF

How do you choose the right crypto-related ETF? This short paper is designed to help investors understand existing crypto-related ETFs, the differences and relationships between blockchain and cryptocurrencies, and how a crypto-related fund may complement a diversified portfolio.
Chart in a Minute

Chart in a Minute: An upside of Federal Reserve rate hikes

After sharp losses early in 2022, U.S. bonds are at their highest yields in more than a decade, which may bode well for fixed income investors if the Federal Reserve stalls the U.S. economy. This client-approved chart provides a conversation starter.
Behavioral finance
Investment Insights
Leadership Insights

Lessons in behavioral finance: Recency bias

If you or your clients are feeling unsettled about market volatility, you’re not alone. Join Omar Aguilar, Chief Investment Officer and Chief Executive Officer of Schwab Asset Management, as he provides 3 strategies that may help your clients keep their long-term investment goals on target.
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

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News and events

See news highlights and learn about upcoming events.

Press Releases

The Schwab Crypto Thematic ETF (STCE) begins trading on NYSE ARCA

Today, August 4th, the Schwab Crypto Thematic ETF (STCE) begins trading on the NYSE Arca.
Press Releases

Schwab launches its first Crypto related ETF – The Schwab Crypto Thematic ETF

Schwab Asset Management, the asset management arm of The Charles Schwab Corporation, today announced the launch of the Schwab Crypto Thematic ETF (NYSE Arca: STCE). The first day of trading is expected to be on or about August 4, 2022.
Press Releases

Schwab Asset Management reduces fees on 10 funds

Schwab Asset Management, the asset management arm of The Charles Schwab Corporation, announced today the reduction of the operating expense ratios of 10 passively managed ETFs and actively managed mutual funds.
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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, CFA

Managing Director and Chief Investment Officer of Fixed Income and Tactical Solutions
Learn more about Brett