Investment Insights
Read the latest research, perspectives and analysis from our investment professionals.
Investment Insights content
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After an extraordinary span of underperformance of value relative to growth, is it time to reexamine your client’s exposure to U.S. value strategies? Use this client-approved chart to strike up a conversation about the potential opportunity.
Investment Insights
Learn about the major influences on Municipal Money Market Fund yields.
Investment Insights
Consider harnessing the potential benefits that ETFs can add to your clients’ portfolios while helping them stay invested and focused on their long-term goals.
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Aided by a sea change in fiscal policy, the potential for a high tide of growth is likely to help float the global economy in 2022, which bodes well for international equities. Use this chart to talk with your clients about the investment opportunity.
Investment Insights
An overview of Repurchase Agreements and how they are used in Money Market Funds.
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If your clients are in the planning stages for retirement distributions, consider using this client-approved chart to speak with them about the potential support that dividend-paying stock strategies may provide.
Investment Insights
Schwab Money Funds only invest in securities that the research team has independently deemed to be of minimal credit risk.
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If your clients are worried that interest rates will rise, consider using this client approved
chart to speak with them about the potential benefits of a bond ladder for
their fixed-income allocation.
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.