Asset Management

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Investment Insights

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

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Why consider a tactical, global asset allocation approach?

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

Choosing the right crypto-related ETF

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.
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Chart in a Minute: An upside of Federal Reserve rate hikes

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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Investment Insights

What are the major influences on Municipal Money Market Yields?

Learn about the major influences on Municipal Money Market Fund yields.
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Chart in a Minute: The potential benefits of international equities

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

Repurchase Agreements and Money Market Funds

An overview of Repurchase Agreements and how they are used in Money Market Funds.
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Chart in a Minute: Are your retirement distribution plans properly supported?

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

How we analyze credit risk

Schwab Money Funds only invest in securities that the research team has independently deemed to be of minimal credit risk.
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Chart in a Minute: Worried that interest rates will rise?

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

A flurry of activity as policymakers head into the winter months

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.

Michael Townsend
Investment Insights

Revolutionizing the industry for nearly three decades

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

BeFi Barometer 2021

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.

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