Investment Insights
Read the latest research, perspectives and analysis from our investment professionals.
Investment Insights content
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.
Chart in a Minute
If your clients need municipal bonds but are on the sidelines waiting for interest rates to settle, consider offering them a municipal bond ladder. This client-approved chart can be used as a conversation starter.
Chart in a Minute
We think the outlook for fixed income remains quite favorable, even after an impressive rally in late 2023. Consider using this client-approved chart as a conversation starter.
Fixed Income
High-quality corporate bond yields have reached levels rarely seen over the past two decades, making a compelling case for corporate bonds. Read more in this short taxable bond insights piece.
Investment Insights
An overview of Repurchase Agreements and how they are used in Money Market Funds.
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.