Market & Investment Insights

Markets & economy

2019 U.S. Market Outlook: Ten Years Gone
by
Liz Ann Sonders
December 17, 2018
Can the U.S. economy make it to next July, when it would become the longest expansion in the post-WWII era? Let’s take a look.
2019 Global Market Outlook: Mind The Gap
by
Jeffrey Kleintop
December 10, 2018
Global growth is likely to slow in 2019 as the economic cycle nears a peak. International stocks may continue to see heightened volatility and could enter a bear market if key indicators continue on their current path.
2019 Market Outlook: Fixed Income
by
December 05, 2018
The worst may be over for the bond bear market.
2019 Market Outlook: Global Stocks and Economy
by
Jeffrey Kleintop
December 05, 2018
Global growth may slow in 2019 as the economic cycle nears a peak, with increasing drag from worsening financial conditions combining with full employment and rising prices.
2019 Market Outlook: U.S. Stocks and Economy
by
Liz Ann Sonders
December 05, 2018
U.S. economic growth was strong in 2018, but some of the forces behind that strength were either short-term or likely to fade going forward.
Truce: He Said, Xi Said
by
Liz Ann Sonders
December 03, 2018
Stocks are applauding the truce which resulted from Presidents Trump and Xi dinner this weekend; but enthusiasm curbing over the next three months may be warranted.

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.

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