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Investment Insights

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

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Investment Insights

Investment-grade corporate bonds—is now the right time for clients?

If your clients need more high-quality fixed income, consider talking with them about investment-grade corporate bonds. Get the client-approved chart.
Fixed Income
Investment Insights

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.
Fixed Income

Actively managing the current municipal bond market

Given the complexity of current municipal bond market dynamics, an actively managed investment strategy that seeks relative value opportunities may be a solid choice.

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Investment Insights

Is Fixed Income Doing its Job for Your Clients?

Amid ongoing market volatility, actively managed bond SMAs can potentially help advisors tailor income, risk, taxes, and liquidity to client needs.
Matt Kuss
Investment Insights

Understanding the Private Market and How It Differs from the Public Market

Private markets have moved from niche to mainstream, making it increasingly important for advisors to understand how they work. This guide explains the key segments, characteristics, and differences between private and public markets to help advisors navigate client conversations with confidence.
ETF Thumbnail
Investment Insights

Positioning Client Portfolios Amid Interest Rate Uncertainty

A closer look at how short-duration fixed income may support client portfolios amid interest rate uncertainty and market volatility.
Riz Hussain
Investment Insights

Clients looking for inflation protection?

War in Iran clouds the inflation outlook. Help clients navigate today's challenging times by talking with them about the potential benefits of Treasury Inflation-Protected Securities (TIPS).
Investment Insights

Explore the risk and opportunities of including crypto in a portfolio

Interest in cryptocurrencies have surged over the past decade, prompting many investors to reconsider how these assets might fit within a traditional portfolio. This paper breaks down practical portfolio-construction techniques to help investors evaluate whether, how much, and what type of crypto exposure may be appropriate alongside a portfolio of more traditional investments.
Investment Insights

Understanding bank exposures in municipal money market funds

Learn why it's critical to have a more complete perspective of the risks inherent in municipal money market funds.
Investment Insights

How we analyze credit risk

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

Beyond market cap—The strategic case for Fundamental Indexing

Concentration risk causing clients sleepless nights? See how Fundamental Indexing may help diversify and anchor portfolios to economic substance for more resilient returns.
Investment Insights

The AI glow-up of emerging markets

Emerging markets are being written in code, powered by elite semiconductors, and accelerated by the most aggressive AI buildout in history. Use this client-approved chart to start your conversations.

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