Market & Investment Insights

Markets & economy

Schwab Market Perspective: Keeping Things in Perspective
Liz Ann Sonders, Jeffrey Kleintop, Brad Sorensen
April 13, 2018
There have been some violent market moves recently, but it’s important for investors to keep things in perspective.
Where’s the Next Bubble?
Jeffrey Kleintop
April 11, 2018
The current candidates for the next bubble do not seem to fit the classic bubble profile and may cause less potential damage if they were to burst, but that doesn't mean they don't carry risks for investors.
Trade War and Peace: Which Markets Are Most At Risk
Jeffrey Kleintop
March 05, 2018

Global stocks gave up roughly half of their recovery from the February correction last week as President Trump previewed his plan to impose a 25% tariff on steel imports and 10% on aluminum.

Bond Bear Market: Why Investor Fears May Be Overblown
Kathy A. Jones
February 28, 2018
Even during periods of rising interest rates, fixed income assets can—and often have—produced positive total returns.
Take the Long Way Home: Economic Expansion Gets a Boost
Liz Ann Sonders
February 26, 2018

Every month in the immediate aftermath of the release of The Conference Board Leading Economic Index (LEI) I put together a small deck together for Schwab’s Operating Committee highlighting the ove

Schwab Sector Views: What Volatility and the Yield Curve Are Telling Us
Brad Sorensen
February 22, 2018
Previous volatility spikes and flatter yield curves have tended to have had a relatively predictable effect on sectors, historically speaking. Here’s what investors should know.

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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  • Retirement planning
  • Financial planning

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