Investment Insights

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

Fixed Income
Investment Insights

In this three-minute video, Matt Kuss, Director and Client Portfolio Strategist with Schwab Asset Management®, answers four key questions that advisors have been asking about active fixed income strategies in the current environment and how to implement these strategies within their clients’ portfolios.
Investment Insights

Dividend-paying stocks can potentially support client portfolios amid market volatility and inflation. Get the client-approved chart.
Fixed Income

We think tax-equivalent municipal bond yields look attractive, particularly for investors in top tax brackets. Use this chart to talk with your clients about the opportunity.

Investment Insights content

Fixed Income

As summer approaches, municipal bond market dynamics can become quite challenging, even for savvy investors. Read more in this short, client-approved article.
Fixed Income

Given the complexity of current municipal bond market dynamics, an actively managed investment strategy that seeks relative value opportunities may be a solid choice.
Fixed Income

Taxable municipal bonds are enjoying a supportive backdrop, enhancing the potential value that these securities may provide. Learn more in this brief client-approved article.
Fixed Income

High-quality corporate bond yields have reached levels rarely seen over the past two decades, making a compelling case for corporate bonds. Read more in this short taxable bond insights piece.
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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