Investment Insights
Read the latest research, perspectives and analysis from our investment professionals.
Investment Insights content
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
An overview of Repurchase Agreements and how they are used in Money Market Funds.
Chart in a Minute
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.
Chart in a Minute
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.
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
This paper provides insights to help plan sponsors better understand collective investment trusts, mutual funds, and customized target date funds, and when they may or may not make sense for a plan and its participants.