Investment Insights
Read the latest research, perspectives and analysis from our investment professionals.
Investment Insights content
Fixed Income
We think tax-equivalent municipal bond yields look attractive, particularly for investors in top tax brackets. Use this chart to talk with your clients about the opportunity.
Chart in a Minute
International stocks are off to their best start to a year in a quarter century, supported by pro-growth policy shifts. Get this client-friendly chart to learn more.
Investment Insights
An overview of Repurchase Agreements and how they are used in Money Market Funds.
Investment Insights
Worried about your client’s mega-cap stock concentrations? Consider complementing their holdings with fundamentally weighted index strategies. Learn more.
Fixed Income
Given the clouded outlook for 2025, now might be a good time to ensure that your clients are sufficiently allocated to bonds. This chart could help start the conversation.
Insights & Ideas
Do your clients need some diversification from U.S. stocks? Consider international equities, which have performed well since the current bull market began in late 2022.
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.
Direct indexing
Investment Insights
Omar Aguilar, PhD, CEO of Schwab Asset Management, shares his views on the growth of direct indexing solutions and addresses key advisor questions around tax optimization and portfolio implementation. He also explains why personalization can be a powerful tool in establishing an investor’s perception of value – and how personalized strategies such as direct indexing can help keep clients invested.