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. 

  • Schwab Market Update

    Stocks End Mixed After Treasury Yields Spike

    May 28, 2024
    Disappointing auction results sent yields higher, while semiconductor strength lifted the Nasdaq Composite to a record close.
  • Ex-Factor: Housing Holds Some Economic Keys

    May 28, 2024
    The housing market looks to be on the road to recovery, but not without significant scarring for a considerable portion of potential homeowners.
  • Weekly Market Outlook

    May 28, 2024
    Chief Global Investment Strategist Jeffrey Kleintop’s 90-second take on the markets for the week ahead.

Trading strategy consultations

Discuss portfolio-specific topics like managing volatility and generating income through alternative investments during a one-on-one consultation with a Strategy Desk expert—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.

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.

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. 

Behavioral finance

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

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. 

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. 

Jeffrey Kleintop

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

Kathy Jones

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

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.

Take your next step

If you're not yet a Schwab client, contact us to learn more about the benefits and opportunities of working with Schwab.

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.