Market & Investment Insights

Get expert perspectives on market and investing trends to help keep your client portfolios ahead of the game. Through the Schwab Center for Financial Research (SCFR) and Schwab Asset Management^®, we offer thought leadership and tools designed to elevate your firm.

Markets & economy

Get the market commentary and trend forecasting that you need to make data-driven recommendations for your clients.

Markets and Economy

Stocks Down, Senate in Focus

The marathon Senate budget vote took center stage early and stocks slipped from yesterday's all-time highs. Job openings, Powell, and manufacturing data are top of mind.

July 01, 2025

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Futures

Looking to the Futures

Equity markets continued their rise setting another all-time high during yesterday's trading session as we start the holiday week.

July 01, 2025

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International

There Is No AI Without Energy

Israel-Iran hostilities brought a short-term market focus on oil. Longer term, artificial intelligence (AI) electricity needs could create a power shortage, as well as opportunities and risks for investors.

June 30, 2025

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Bonds

Munis: Mid-Year Outlook

Tax policy may continue to be a factor in the second half of the year, although Congress looks likely to maintain current tax brackets and the muni tax exemption.

June 27, 2025

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Trading

Weekly Trader's Outlook

The S&P 500 is on track to close at record highs as optimistic investor sentiment and bullish technical momentum propel risk assets higher. Are indices set to climb higher or will recent trade turmoil put a pause on the bull run?

June 27, 2025

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Bonds

Corporates: Mid-Year Outlook

We continue to suggest an "up in quality" fixed income bias for the short run, but investors can still consider some of the riskier parts of the fixed income market in moderation.

June 26, 2025

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Investment insights

Stay up to date with research, perspectives, and analysis from the investment professionals at Schwab Asset Management, including their actionable investment ideas and macro perspectives.

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Market charts

Help your clients better understand complex market trends with quick-hit visuals. These investor-friendly charts include concise talking points that facilitate client conversations around asset-allocation opportunities.

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Behavioral finance

Find insights and tools to unlock the power of behavioral finance, strengthen client relationships and optimize investing outcomes.

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ETF education

Discover tools, analysis, and insights to help you build your ETF knowledge and select ETFs for client portfolios. Our dedicated resources are crafted by Schwab professionals for all levels of expertise.

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About the Schwab Center for Financial Research

One of the ways we show our commitment to investment advisors is through SCFR. This industry-leading research center delivers original, fact-based investment insights on key topics, including:

The markets
The economy
Portfolio management
Investment strategy
Retirement planning
Financial planning

Our experts drive the industry forward with proprietary perspectives that you'll find only at Schwab. Their insightful analysis across a broad range of financial topics can help our clients make better investment decisions.

Liz Ann Sonders

Managing Director, Chief Investment Strategist, Charles Schwab & Co., Inc.

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Kathy Jones

Managing Director, Chief Fixed Income Strategist, Schwab Center for Financial Research

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Want to hear our experts address your market and economic questions?

Listen to the Schwab Market Talk webcast series for monthly insights. Catch candid conversations and explore our library of past sessions.

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Keep up with the market

As a Schwab client, you can tap into robust commentary and research right in Schwab Advisor Center^®, check out our Research section for daily market updates and more.

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Schwab Asset Management™ is the dba name for Charles Schwab Investment Management, Inc., the investment adviser for Schwab Funds. Schwab Funds are distributed by Charles Schwab & Co., Inc. (Schwab), Member SIPC Schwab Asset Management and Schwab are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.

The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.

Insights & Ideas