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

Volatility can create bond opportunities for clients

For clients with longer-term fixed income needs, the current backdrop can create opportunities to potentially capture attractive yields. Get the client-approved chart.
Fixed Income
Investment Insights

Navigating today's markets: 4 advisor questions about active fixed income

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.
Chart in a Minute

The potential benefits of dividend-paying stocks

Dividend-paying stocks can potentially support client portfolios amid market volatility and inflation. Get the client-approved chart.

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Fixed Income

A supportive backdrop for taxable municipal bonds

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

The power of direct indexing in managing client relationships

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.

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