Investment Insights

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

Fixed Income

Curious about how the banking sector is positioned ahead of 2024’s transitional U.S. economy? Consider exploring this research paper for a credit-research perspective.
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.
Fixed Income

Taxable municipal bonds are enjoying a supportive backdrop, enhancing the potential value that these securities may provide. Learn more in this brief client-approved article.

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ETF Know:How

In the face of market challenges, the appetite for ETFs has increased, with millennials in particular craving opportunities in fixed income. This is according to Schwab Asset Management’s ETFs and Beyond Study, which also shows a growing interest in personalization.
Investment Insights

In this video, Eliot Bishop, Director and Senior Investment Portfolio Strategist supporting Schwab Asset Management™, shares his perspective on trends and opportunities in the dividend equity ETF space, and the role dividend-generating strategies can play within an asset-allocation framework.
Chart in a Minute

Interest rates are forecasted to fall in 2024, which might lead to lower yields across the bond maturity curve. This client-approved chart can be used to help investors understand the potential for capturing more capital gains down the road.
Investment Insights

Learn about the major influences on Municipal Money Market Fund yields.
Fixed Income

Current coupon securities of residential mortgage pools potentially look compelling, given current dynamics. Read more in this short taxable bond insights piece.
Behavioral finance

If this year’s mega-cap technology stocks are keeping your clients from considering other investment opportunities, familiarity bias may be to blame. Omar Aguilar, PhD, has tips and strategies to help advisors keep clients on track.
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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

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.
Chart in a Minute

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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