Investment Insights

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

Insights

Slowing growth, elevated inflation, and tighter major central bank policies may support dividend-paying stocks, particularly if a global recession emerges. This chart provides a potential client conversation starter.
Chart in a Minute

Around the world, economies, growth, inflation, and asset class returns are constantly in flux. As a result, an active investment strategy that considers global opportunities may make sense to consider. This client-approved chart provides a potential conversation starter.
Investment Insights

How do you choose the right crypto-related ETF? This short paper is designed to help investors understand existing crypto-related ETFs, the differences and relationships between blockchain and cryptocurrencies, and how a crypto-related fund may complement a diversified portfolio.

Investment Insights content

Insights

Slowing growth, elevated inflation, and tighter major central bank policies may support dividend-paying stocks, particularly if a global recession emerges. This chart provides a potential client conversation starter.
Investment Insights

An explanation of Form - and the events that would lead to its filing.
Chart in a Minute

Around the world, economies, growth, inflation, and asset class returns are constantly in flux. As a result, an active investment strategy that considers global opportunities may make sense to consider. This client-approved chart provides a potential conversation starter.
Investment Insights

How do you choose the right crypto-related ETF? This short paper is designed to help investors understand existing crypto-related ETFs, the differences and relationships between blockchain and cryptocurrencies, and how a crypto-related fund may complement a diversified portfolio.
Investment Insights

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

After sharp losses early in 2022, U.S. bonds are at their highest yields in more than a decade, which may bode well for fixed income investors if the Federal Reserve stalls the U.S. economy. This client-approved chart provides a conversation starter.
Behavioral finance
Investment Insights
Leadership Insights

If you or your clients are feeling unsettled about market volatility, you’re not alone. Join Omar Aguilar, Chief Investment Officer and Chief Executive Officer of Schwab Asset Management, as he provides 3 strategies that may help your clients keep their long-term investment goals on target.
Chart in a Minute

Are your clients looking for ways to reduce the damaging effects of inflation on their portfolios? Use this client-approved chart to strike up a conversation about the potential benefits of adding dividend-paying stocks.
Chart in a Minute

Are rising inflation and interest rates taking a toll on your clients’ portfolios? Use this client-approved chart to strike up a conversation about the potential benefits of adding small-cap value stocks.

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