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