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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View Schwab Market Talk replays >

Headshots of Kathy Jones, Liz Ann Sonders and Jeffrey Kleintop

Chart in a Minute

A simple visual that can help illustrate technical market perspectives.

 

Are your clients still sitting on the sidelines regarding fixed income?

Given that starting yields tend to drive fixed income total returns over time, we think the outlook for bonds is quite favorable. This client-approved chart can serve as a conversation starter.

Stopwatch Illustration

The art and science of behavioral finance

Balance clients' financial needs and wants, deepen relationships and optimize investing outcomes through insights and advisor-focused tools.

A flat illustration of a team of people completing a puzzle in the shape of a brain

Investment insights

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

Fixed Income

Given that starting yields tend to drive fixed income total returns over time, we think the outlook for bonds is quite favorable. This client-approved chart can serve as a conversation starter.
Investment Insights

For investors looking for total return and income, a dividend-focused equity fund may be a fitting choice for a well-diversified portfolio. Read more in this short, client-approved insights piece.
Chart in a Minute

If your clients are concerned about potential concentration risk in today’s U.S. equity market, consider using this client-approved chart to strike up a conversation about Fundamental Index® strategies.
Fixed Income

As summer approaches, municipal bond market dynamics can become quite challenging, even for savvy investors. Read more in this short, client-approved article.
The latest from the Schwab Center for Financial Research

News and events

See news highlights and learn about upcoming events.

Press Releases

Today, March 13, 2024, Schwab Asset Management ® the asset management arm of The Charles Schwab Corporation announced index and fund name changes for the Schwab Fundamental Index* ETF and mutual fund suite, effective on or about June 21, 2024.
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™.

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.

Omar Aguilar

Omar Aguilar, Ph.D.

President and Chief Executive Officer Chief Investment Officer