Market & Investment Insights

Markets & economy

Is The Tariff War Turning Into A Currency War?
by
Jeffrey Kleintop
August 19, 2019
If rate cuts aren’t seen as enough to address slowing growth and policymakers turn to direct currency intervention, the resulting currency war could be bad news for investors.
Recession Watch (or Distant Early Warning?)
by
Liz Ann Sonders
August 12, 2019
Current economic conditions do not look recessionary, but risks are rising and if we’re heading into one, it’s possible it already started.
Tariffs: Manufacturing A Recession
by
Jeffrey Kleintop
August 05, 2019
Another round of trade tariffs is an additional hit to manufacturing, potentially deepening the global slowdown into a recession, despite the efforts of the Fed and other central banks.
Tyrannosaurus Debt: A “Deep Dive” Look at Debt and its Burden(s)
by
Liz Ann Sonders
July 29, 2019
The national debt and deficits remain at worrisome levels, spawning questions of how economic growth will be affected and whether we will hit another wall.
Deal on Debt Ceiling, Budget is a Relief to Markets
by
Michael T Townsend
July 25, 2019
If approved, the bipartisan congressional agreement to set federal spending caps and suspend the debt ceiling for two years will remove significant uncertainty.
If the Fed Cuts Interest Rates, Will Longer-Term Bond Yields Fall?
by
July 24, 2019
Longer-term bond yields may rise if the market believes rate cuts will lead to stronger economic growth and inflation down the road.

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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