Investment Insights

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

Chart in a Minute

Are your clients’ portfolios prepared for the sector rotation from growth to value? Use this client-approved chart to facilitate conversations about the potential benefits of Fundamental Index® strategies.
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?

Investment Insights content

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.
Investment Insights

Charles Schwab Investment Management is committed to supporting Money Market Fund Reform initiatives and to the continued success of our investors.
Behavioral finance

After an unprecedented period of market turbulence and societal turmoil, this year’s behavioral finance survey gives us a unique backdrop in which to consider the effects of behavioral finance on advisors and their clients.
Investment Insights

An explanation of Form - and the events that would lead to its filing.
Investment Insights

Fortune explains the difference between cap-weighted and fundamental index strategies.
Investment Insights

Do actively managed bond strategies offer better risk protection than passively managed bond strategies in market downturns? Data from COVID-19 and the 2008 financial crisis say, “No.”
Investment Insights

One potential opportunity is Fundamental Index® strategies, which may help reduce the negative effects of behavioral finance biases that can crop up during a market crisis like COVID-19.

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