Investment Insights
Read the latest research, perspectives and analysis from our investment professionals.
Investment Insights content
Behavioral finance
Are past economic events haunting your clients’ concerns about inflation, rising interest rates, and the potential for a U.S. recession? If so, anchoring bias may be to blame. Omar Aguilar has three strategies to help advisors address this cognitive bias and realign your clients’ focus.
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Yields on Treasury Inflation-Protected Securities (TIPS) are up sharply in 2022. This chart provides a potential conversation starter to help your clients understand why a TIPS allocation might make sense.
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Slowing growth, elevated inflation, and tighter major central bank policies may support dividend-paying stocks, particularly if a global recession emerges. This chart provides a potential client conversation starter.
Investment Insights
An explanation of Form - and the events that would lead to its filing.
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Around the world, economies, growth, inflation, and asset class returns are constantly in flux. As a result, an active investment strategy that considers global opportunities may make sense to consider. This client-approved chart provides a potential conversation starter.
Investment Insights
Learn why it's critical to have a more complete perspective of the risks inherent in municipal money market funds.
Behavioral finance
If you or your clients are feeling unsettled about market volatility, you’re not alone. Join Omar Aguilar, Chief Investment Officer and Chief Executive Officer of Schwab Asset Management, as he provides 3 strategies that may help your clients keep their long-term investment goals on target.
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Are your clients looking for ways to help reduce the damaging effects of inflation on their portfolios? Use this client-approved chart to strike up a conversation about the potential benefits of adding dividend-paying stocks.
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Are rising inflation and interest rates taking a toll on your clients’ portfolios? Use this client-approved chart to strike up a conversation about the potential benefits of adding small-cap value stocks.