Market & Investment Insights

Markets & economy

Waiting (Was) the Hardest Part, But Wage Growth is Finally Kicking In
Liz Ann Sonders
September 10, 2018
The August payroll report was generally strong, with a kick into higher gear for wages. Will “Main Street” feel better than “Wall Street” this year?
US Bonds Have an Important Message for International Stocks
Jeffrey Kleintop
September 04, 2018
The U.S. bond market has been a good indicator of peaks in international stock markets. This is now important since the yield curve in the U.S. has flattened more than in Europe.
Consumer Staples Sector Rating: Marketperform
Brad Sorensen
August 30, 2018
Schwab's view on the consumer staples sector, which includes consumer items that tend to be viewed as household necessities.
Emerging Market Rout: Is It Over Yet?
Kathy A. Jones
August 23, 2018
The steep drop in emerging market bonds and currencies has improved valuations, but that doesn’t mean investors are being fairly compensated for the risk.
Where Will The Next Crisis Come From?
Jeffrey Kleintop
August 20, 2018
There are some reasons to think that the probability of a repeat of a past crisis has eased. The changes we have seen should help reduce the vulnerability of the global system to shocks like those of the past. Of course, risk has not been entirely eliminated from the system.
What Happened to the Bond Bear Market?
Kathy A. Jones
August 14, 2018
Ten-year Treasury bond yields marched higher during the past two years, while bond prices fell. However, it appears that longer-term yields may be peaking. Is the bond bear market over, or only paused?

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
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  • The economy
  • Investment strategy
  • Retirement planning
  • Financial planning

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