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.

Markets and Economy

Stocks Up on Trade Hopes

After the Fed kept rates paused as anticipated, stocks climbed on hopes of a trade deal with the U.K. and after Trump said a Biden-era chip export restriction might go away.

May 08, 2025

Futures

Looking to the Futures

Central banks around the world have been lowering their benchmark interest rates this year even as most take a pause in April.

May 08, 2025

Markets and Economy

Fed Holds Policy Rate Steady

The Fed held the federal funds rate steady but noted that the risks of slowing economic growth and higher inflation have risen.

May 07, 2025

International

Tariff Impacts & Negotiations

A look back at the impacts of tariff announcements last quarter, and what we might expect from tariff negotiations during the 90-day implementation delay in Q2.

May 05, 2025

Trading

Weekly Trader's Outlook

Stocks maintained decent bullish momentum, supported by strong mega-cap tech earnings reports and improving sentiment around trade negotiations.

May 02, 2025

Markets and Economy

Consumer Sentiment: Does It Matter?

University of Michigan Consumer Sentiment is a so-called "soft" report, not reflecting "hard" data like GDP or CPI. It moved markets recently, so how much attention should investors pay?

April 30, 2025

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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.

Liz Ann Sonders

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

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Jeffrey Kleintop

Managing Director, Chief Global 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?

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