Insights & Ideas

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. 

  • Looking to the Futures

    December 3, 2024
    Volatility trended lower to start the week after the S&P 500 set another all-time high.

  • 2025 Global Outlook: Clearing the Hurdles

    December 2, 2024
    International markets are expected to clear the hurdles of uncertain trade policy, tighter fiscal policy and slower than average economic growth to support solid overall returns.

  • Banner Day for Mega Caps Sends Market to New Highs

    December 2, 2024
    Mega-cap strength and hopes for a rate cut this month helped two major indexes post fresh highs today, but decliners led advancers. Data was firm, but Treasury yields stayed in check.

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.

Learn more about the Strategy Desk

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.

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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. 

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Behavioral finance

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

Explore the insights

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. 

Build your knowledge

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. 

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Jeffrey Kleintop

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

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Kathy Jones

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

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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.

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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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The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.

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The above mentioned firms and their employees are not affiliated with or employees of Schwab unless otherwise noted. Mention should not be construed as a recommendation, endorsement of, or sponsorship by Schwab. The views expressed are those of the third party and are provided for information purposes only. Experiences expressed are no guarantee of future performance or success and may not be representative of you or your experience.

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