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Insights and News

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

Featured programs

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 Michelle Gibley (Director of International Research).

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View Schwab Market Talk replays >

Chart in a Minute

A simple visual that can help illustrate technical market perspectives.
 

Volatility can create bond opportunities for clients

For clients with longer-term fixed income needs, the current backdrop can create opportunities to potentially capture attractive yields. Get the client-approved chart.

 

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Q2 Investment outlook for advisors

Market trends and insights from the Schwab Center for Financial Research® and proprietary investment ideas from Schwab Asset Management®.

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Investment insights

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

FIXED INCOME

Navigating today’s markets: 4 advisor questions about active fixed income

In this three-minute video, Matt Kuss, Director and Client Portfolio Strategist with Schwab Asset Management®, answers four key questions that advisors have been asking about active fixed income strategies in the current environment and how to implement these strategies within their clients’ portfolios.

VIDEO

Asset allocation trends and opportunities in multi-asset portfolios

In this video, John Greves and Som Priestley delve into capital market expectations and explore strategies for approaching asset allocation within multi-asset portfolios to help advisors navigate the challenges and opportunities of 2025.

INSIGHTS & IDEAS

Clients overweight U.S. stocks? Consider international.

Do your clients need some diversification from U.S. stocks? Consider international equities, which have performed well since the current bull market began in late 2022.

CHART IN A MINUTE

Is it time to add diversity to clients’ U.S. stock allocations?

Are your clients concerned about U.S. equity market concentration risk? Consider complementing their traditional market-cap index strategies with Fundamental Index® strategies. Use this client-approved chart as a conversation starter.

Insights by topic

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The latest from the Schwab Center for Financial Research

    International
    What's new

    Is China Investable Again?

    By Jeffrey Kleintop
    Should China deliver sufficient stimulus to break the cycle of tightening fiscal policy, we may find China, and emerging markets, investable again.
    Markets and Economy
    On Investing
    What's new

    Making Sense of the Current Economic Cycle

    By Liz Ann Sonders, Kathy Jones
    Kathy Jones and Liz Ann Sonders examine the current rate-cutting environment in the context of previous economic cycles.
    Investments
    Commentary
    What should I do

    How to Build a Bond Portfolio

    By Collin Martin
    From "how" to "why now," here are four things investors should understand about bond investing.
    Markets and Economy
    On Investing
    What's new

    What the Fed Rate Cut Means (With Claudia Sahm)

    By Liz Ann Sonders, Kathy Jones
    Kathy Jones and Liz Ann Sonders analyze the market's reaction to the Fed's 50 bps rate cut.
    Markets and Economy
    On Investing
    What's new

    Before the Rate Cut, Our View of the Markets

    By Liz Ann Sonders, Kathy Jones
    Now that the yield curve has uninverted, what can we expect from the markets as we approach next week's Fed meeting?
    Markets and Economy
    On Investing
    What's new

    Focus on Labor: The History & Importance of Employment Data

    By Liz Ann Sonders, Kathy Jones
    Liz Ann Sonders and Kathy Jones explain why different employment metrics are vital to understanding the health of the economy.
    Markets and Economy
    On Investing
    What's new

    The Fed at Jackson Hole & Revised Employment Data

    By Liz Ann Sonders, Kathy Jones
    Liz Ann Sonders and Kathy Jones discuss the Federal Reserve’s annual conference at Jackson Hole and the annual payrolls benchmark revision.
    Markets and Economy
    What's new
    On Investing

    Uncertainty or Optimism: A Unique Economic Cycle (With Ed Hyman)

    By Liz Ann Sonders, Kathy Jones
    Liz Ann Sonders interviews the legendary Ed Hyman about the current economic cycle and its unique characteristics.
    Markets and Economy
    What's new
    On Investing

    Potential Rate Cuts and the Path to Sustainable Growth (With Joe Brusuelas)

    By Liz Ann Sonders, Kathy Jones
    Kathy Jones interviews economist Joe Brusuelas from RSM about the pace of growth in the economy and what keeps him up at night.
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Schwab Asset Management News

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Investing involves risk, including loss of principal. The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

Diversification strategies do not ensure a profit and do not protect against losses in declining markets.

The Schwab Center for Financial Research (SCFR) is a division of Charles Schwab & Co., Inc. Articles attributed to SCFR are the opinions of employees of Charles Schwab & Co., Inc., Member SIPC and may not reflect the views of Schwab Asset Management®.

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