Investment Insights

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

Insights

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.
Chart in a Minute

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

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.

Investment Insights content

Investment Insights

Stay up-to-date on the ever-changing ETF landscape by reviewing the history of ETFs and recent trends. Learn where ETFs may be headed next as a popular investment vehicle that continues to evolve in exciting new directions.
Behavioral finance

Amid ongoing social and economic uncertainty, this year’s survey - BeFi Barometer 2021 - reflects the benefits advisors are reporting by employing behavioral finance techniques to align clients’ emotions and help them achieve their long-term goals.
Investment Insights

In this client-approved paper, we discuss why we believe a prudent investment strategy should include a combination of both market-cap and fundamentally weighted indices.
Investment Insights

There are critical differences in practices and policies across exchange-traded fund providers. These nine questions can help you determine whether and how the ETF provider seeks to provide successful outcomes for clients.
Investment Insights

It’s an important time for advisors to consider whether client portfolios are positioned for a potential market cycle change where value and international stocks may take over performance leadership from growth and domestic equities.
Investment Insights

Learn how index ETFs passed yet another episode of extreme market volatility during the pandemic and served their function as investment vehicles, risk-transfer mechanisms and price-discovery beacons.
Investment Insights

Charles Schwab Investment Management is committed to supporting Money Market Fund Reform initiatives and to the continued success of our investors.
Investment Insights

Fortune explains the difference between cap-weighted and fundamental index strategies.
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.

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