Asset Management

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Investment Insights

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

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Investment Insights

A real yield opportunity with TIPS

Real yields on Treasury Inflation-Protected Securities (TIPS) recently reached their highest levels in more than a decade. This client-approved chart can serve as a conversation starter to talk about the TIPS opportunity at hand.
Investment Insights

Choosing the right crypto-related ETF

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.
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Is it time for a Treasury ladder?

This client-approved chart can be used to help investors better understand the potential benefits of building a Treasury ladder to support their fixed income allocations.

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An intermediate-term bond opportunity?

Can longer-term bonds expect better sailing later this year? Use this client-approved chart to strike up a conversation about the potential opportunity.
Investment Insights

Repurchase Agreements and Money Market Funds

An overview of Repurchase Agreements and how they are used in Money Market Funds.
Behavioral finance

Lessons in behavioral finance: Confirmation bias

Are your clients trying to convince themselves of a specific economic outcome? Confirmation bias may be to blame. Learn about potential ways to help and investment solutions from our behavioral finance expert, Omar Aguilar, PhD.

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.
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An upside of Federal Reserve rate hikes

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.
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The highest municipal bond yields since 2009?

The sharp sell-off in municipal bonds in 2022 has created potential tax-equivalent yield opportunities that have rarely existed since 2009. Use this client-approved chart to help your clients understand the current market backdrop.
Behavioral finance

Lessons in behavioral finance: Anchoring bias

Are past economic events haunting your clients’ concerns about inflation, rising interest rates, and the potential for a U.S. recession? If so, anchoring bias may be to blame. Omar Aguilar has three strategies to help advisors address this cognitive bias and realign your clients’ focus.
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Are you looking for inflation protection?

Yields on Treasury Inflation-Protected Securities (TIPS) are up sharply in 2022. This chart provides a potential conversation starter to help your clients understand why a TIPS allocation might make sense.
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Is it time to consider dividend-paying stocks?

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.

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