Market & Investment Insights

Markets & economy

Will Europe Lead In 2020 As 2019 Risks Fade?
by
Jeffrey Kleintop
January 21, 2020
The receding risks posed by Brexit and the trade wars should provide a tailwind to Europe’s economy.
Best of What’s Around: Sticking with Large Caps
by
Liz Ann Sonders
January 13, 2020
For nearly three years we’ve been tactically recommending overweighting large caps (S&P 500) and underweighting small caps (Russell 2000)—time for an update.
Top Ten Global Risks For Investors In 2020
by
Jeffrey Kleintop
January 06, 2020
Top Ten Global Risks For Investors In 2020
Significant Retirement Savings Law Changes Are Coming in 2020
by
Michael T Townsend
December 21, 2019
The SECURE Act will affect retirees, new parents, small business owners and employees, and could have a major impact on estate planning.
2020 U.S. Market Outlook: Ramble On?
by
Liz Ann Sonders
December 16, 2019
Next year is set to start on a high note, with consumers and the Fed keeping the economy and market afloat; but risks remain elevated, including trade and elections.
Bond Market Outlook: Treasury Yields May Rise in 2020
by
December 12, 2019
The Federal Reserve’s 2019 rate cuts and waning recession fears likely will support bond yields in 2020.

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. 

Ready to take action?

Find innovative investment solutions and support exploring the range of open-architecture investment product offerings to address your client needs.

test

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.

test