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

Should your clients consider going long on bonds?

This chart can potentially help clients understand why buying a longer-term bond with a similar yield to a shorter-term bond might make more sense now than potentially waiting and facing reinvestment risk down the road.
Investment Insights

Dividend-focused ETFs: Searching for quality dividend opportunities

In this video, Eliot Bishop, Director and Senior Investment Portfolio Strategist supporting Schwab Asset Management™, shares his perspective on trends and opportunities in the dividend equity ETF space, and the role dividend-generating strategies can play within an asset-allocation framework.
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Are your clients still on the sidelines regarding fixed income?

Interest rates are forecasted to fall in 2024, which might lead to lower yields across the bond maturity curve. This client-approved chart can be used to help investors understand the potential for capturing more capital gains down the road.

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Investment Insights

The ETF revolution reaches active ETFs

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.
Investment Insights

Navigating the growing ETF landscape

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.

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