Insights & Ideas

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.

Government Policy

Washington: What to Watch Now

House poised to pass bill to avoid government shutdown, two new members set to join the House, Fed chair speech boosts rate hike possibility, and national debt hits $40 trillion.

September 01, 2026

Futures

Looking to the Futures

Palladium futures (/PA) moved into the spotlight across the metals complex late last week, climbing to their highest level in about three and a half months before pulling back in Monday’s trade.

September 01, 2026

Markets and Economy

Stocks Down as Yields, Oil Up

A rally in yields to their highest level since early 2025 hit stocks. Inflation concerns are up globally, and ships in the strait got attacked, sending oil higher. Jobs data looms.

September 01, 2026

Trading

Weekly Trader's Outlook

Stocks had a mixed week, as Nvidia's strong long-term revenue guidance is countered by a relatively hawkish Jackon Hole speech by Fed Chair Kevin Warsh.

August 28, 2026

Markets and Economy

Soft Data Hits Hard

'Soft' reports like sentiment and confidence don't reflect 'hard' data like GDP or CPI. Still, they can affect markets and come with various strengths and weaknesses to consider.

August 25, 2026

Government Policy

2026 Midterms and the Markets

The 2026 midterms could reshape control of Congress, raising the odds of divided government and near-term market volatility, but investors should stay focused on long-term goals.

August 18, 2026

Trading education and strategy consultations

Discuss portfolio-specific topics like managing volatility and generating income through alternative investments during a one-on-one consultation with one of our strategists—and return for more advice as many times as you need. This personalized support is in addition to getting weekly webcasts and market commentary straight from our experienced team.

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Education & tools

Explore expert analysis and investor tools from Schwab Asset Management that can help you exceed client expectations.  

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.

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

Listen to the Schwab Market Talk webcast series for monthly insights. 

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