Market & Investment Insights

Get unique perspectives on market and investing trends to help keep your client portfolios ahead of the game.

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Markets & economy

  • Can't Find My Way Home

    June 27, 2022
    A spike in prices and interest rates has dealt a significant blow to housing affordability, elevating the potential for the housing market's weakness to dampen economic growth.
  • Recession: The Risk Is in the Reversal

    June 21, 2022
    Investors often notice the overall direction of markets; missed changes in asset classes under the surface could see a shark attack take a big bite out of unprepared portfolios.
  • Schwab Market Perspective: Price Shock

    June 17, 2022
    Inflation continues to run hot, raising the prospect that the Federal Reserve will tighten monetary policy more sharply than expected—possibly tipping the U.S. economy into recession.

Education & insights

  • Behavioral finance insights

    A perspective on global equity markets through a behavioral finance lens from Omar Aguilar, Chief Investment Officer, Passive Equity and Multi-Asset Strategies of Charles Schwab Investment Management Inc., a subsidiary of The Charles Schwab Corporation.

  • Timely fixed income insights

    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.

  • Active Semi-Transparent ETFs: What's Under the Hood?

    When buying a car, experts recommend that it's a good idea to pop the hood and take a look inside. The same is true for active semi-transparent exchange-traded funds (ETFs).

Schwab Center for Financial Research®

One of the ways we demonstrate our commitment to investment 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.

Learn More About Schwab's Experts >

Liz Ann Sonders
(1117-7FJ9)