Investment Insights

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

Chart in a Minute

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.
Chart in a Minute

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.
Chart in a Minute

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 content

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

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.
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.
Investment Insights

Do actively managed bond strategies offer better risk protection than passively managed bond strategies in market downturns? Data from COVID-19 and the 2008 financial crisis say, “No.”
Investment Insights

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.

Investment Insights

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.

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