Investment Insights

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

Investment Insights
ETF Know:How

It’s an important time for advisors to consider whether client portfolios are positioned for a potential market cycle change where value and international stocks may take over performance leadership from growth and domestic equities.
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After more than a decade of substantial outperformance by U.S. growth stocks, U.S. value stocks have recently been recapturing the performance spotlight. Is your portfolio prepared for a potential fundamental value shift?
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China’s GDP outperformed the developed world in 2019 and 2020, a trend that may continue in 2021. We think this would bode well for emerging markets, and this chart can help facilitate conversations with clients about overseas investment opportunities.

Investment Insights content

Investment Insights
ETF Know:How

It’s an important time for advisors to consider whether client portfolios are positioned for a potential market cycle change where value and international stocks may take over performance leadership from growth and domestic equities.
Chart in a Minute

After more than a decade of substantial outperformance by U.S. growth stocks, U.S. value stocks have recently been recapturing the performance spotlight. Is your portfolio prepared for a potential fundamental value shift?
Chart in a Minute

China’s GDP outperformed the developed world in 2019 and 2020, a trend that may continue in 2021. We think this would bode well for emerging markets, and this chart can help facilitate conversations with clients about overseas investment opportunities.
Investment Insights

Learn how index ETFs passed yet another episode of extreme market volatility during the pandemic and served their function as investment vehicles, risk-transfer mechanisms and price-discovery beacons.
Investment Insights

An overview of Repurchase Agreements and how they are used in Money Market Funds.
Investment Insights

The sharp evolutionary growth of passive investment strategies has accelerated since 2000, while drawing criticism from some market pundits. This paper tackles six of these criticisms, offering a perspective on what such pundits may be missing.
Investment Insights

There are critical differences in practices and policies across exchange-traded fund providers. These nine questions can help you determine whether and how the ETF provider seeks to provide successful outcomes for clients.
Investment Insights

Schwab Money Funds only invest in securities that the research team has independently deemed to be of minimal credit risk.
Investment Insights

Consider harnessing the potential benefits that ETFs can add to your clients’ portfolios while helping them stay invested and focused on their long-term goals.

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