Investment Insights
Read the latest research, perspectives and analysis from our investment professionals.
Investment Insights content
Investment Insights
Schwab Money Funds only invest in securities that the research team has independently deemed to be of minimal credit risk.
Investment Insights
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
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.
Investment Insights
Contrary to what some of your clients might expect, the U.S. hasn't been the best performing developed stock market in years. Use this client-approved chart to start a conversation about international stock opportunities.
Investment Insights
As the era of high-fee active bond management continues to fade, cost-effective, high-quality fixed income solutions balancing diversification, risk, and yield have emerged.
Investment Insights
For tax-conscious clients comfortable with taking on some additional interest rate risk, longer-term municipal bonds might be worth a closer look. Support your conversations with this client-approved chart.
Investment Insights
An explanation of Form - and the events that would lead to its filing.
Fixed Income
Investment Insights
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
Given the complexity of current municipal bond market dynamics, an actively managed investment strategy that seeks relative value opportunities may be a solid choice.