Market & Investment Insights

Markets & economy

2018 Mid-Year Bond Outlook: Last One Out, Turn Off the Lights
Kathy A. Jones
July 12, 2018
The late stage of the business cycle presents both opportunities and risks for fixed income investors. Here’s what to look for in the second half of 2018.
2018 Mid-Year Outlook: Later, tighter and still volatile
July 11, 2018
What changes will the rest of 2018 bring to the markets? Get perspectives from the Schwab Center for Financial ResearchTM to help inform your client conversations.
Trade Tremors: Measuring The Actual Impact
Jeffrey Kleintop
July 09, 2018
Trade-war anxieties have been reflected in markets and surveys of both consumers and businesses, but thus far have not appeared in actual “hard” economic data.
Schwab Market Perspective: Just Noise or Something More?
Liz Ann Sonders, Jeffrey Kleintop, Brad Sorensen
July 06, 2018
Investors continue to be bombarded with an ever-increasing flow of information. The ratio of noise to importance is skewed toward the former but differentiating between the two can be important.
2018 Mid-Year U.S. Equity Outlook: Headwinds and Tailwinds Facing Off
Liz Ann Sonders
July 02, 2018
We continue with our theme of “it’s getting late” when looking ahead to the second half; with important and rising risks to weigh against the rewards.
2018 Global Mid-Year Outlook: From Sugar High to High Tariffs?
Jeffrey Kleintop
June 25, 2018
Global economic and earnings growth momentum is slowing, but still growing. How the ongoing trade conflicts develop pose a risk to markets the second half of the year.

Education and insights

Global equity market insights

A perspective on global equity markets through a behavioral finance lens from Omar Aguilar, Chief Investment Officer, Equities and Multi-Asset Strategies of Charles Schwab Investment Management Inc., a subsidiary of The Charles Schwab Corporation.

Timely takes on fixed income investments

A perspective on global economic and fixed income developments from Brett Wander, Chief Investment Officer, Fixed Income of Charles Schwab Investment Management Inc., a subsidiary of The Charles Schwab Corporation. 

The changing landscape of cash investments

Review our cash platform and how we've been evolving our strategy to ensure we continue to provide a breadth of secure, competitive cash options to support the needs of your clients. 

The Case for Global Asset Allocation

Here we discuss the merits of a globally diversified portfolio, and how advisors should respond to new market realities.

Alternative investments: A goals-based framework

In this piece, Anthony B. Davidow, CIMA®, Vice President, Alternative Beta and Asset Allocation Strategist at Schwab Center for Financial Research™, takes a deeper-dive into the various types of alternative investments and suggests a framework for using them to build goals-based portfolios.

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Schwab Center for Financial Research®

One of the ways we demonstrate our commitment to advisors is through the Schwab Center for Financial Research® (SCFR). This industry-leading research organization delivers original, fact-based analysis on key investing topics, including:

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

Our experts produce and disseminate proprietary perspectives that you’ll find only at Schwab.