Investment Insights

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

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After sharp losses early in 2022, U.S. bonds are at their highest yields in more than a decade, which may bode well for fixed income investors if the Federal Reserve stalls the U.S. economy. This client-approved chart provides a conversation starter.
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The sharp sell-off in municipal bonds in 2022 has created potential tax-equivalent yield opportunities that have rarely existed since 2009. Use this client-approved chart to help your clients understand the current market backdrop.
Behavioral finance
Investment Insights
Leadership Insights

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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Investment Insights

Learn why it's critical to have a more complete perspective of the risks inherent in municipal money market funds.
Behavioral finance
Investment Insights
Leadership Insights

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.
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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.
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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.

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