Investment Insights
Read the latest research, perspectives and analysis from our investment professionals.
Investment Insights content
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
Learn why it's critical to have a more complete perspective of the risks inherent in municipal money market funds.
Behavioral finance
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.
Washington Watch
Weeks of negotiations on Capitol Hill culminated with the early November release of a slimmed-down "Build Back Better Act," a $1.75 trillion economic package that focuses on climate change and social programs. The proposal, coupled with a bipartisan infrastructure spending package that was approved by Congress November 6, forms the heart of President Joe Biden's domestic agenda.
Investment Insights
It’s an important time for advisors to consider whether client portfolios are positioned for a potential market cycle change where value and international stocks may take over performance leadership from growth and domestic equities.
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.
Investment Insights
D.J. Tierney, Managing Director, Client Portfolio Strategist, discusses trends in the ETF market, how to navigate the growing ETF landscape, and provides three key factors for evaluating strategic beta ETFs.
Investment Insights
Amidst a global pandemic and volatile markets, active semi-transparent ETFs (also known as non-transparent ETFs) emerged. Learn more about this new kind of ETF and how it can help you and your clients diversify portfolios and pursue different goals.