Insights & Ideas

Market & Investment Insights

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

Markets & economy

  • Weekly Trader's Outlook

    December 1, 2023
    Stocks are starting the month of December on a high note as 10-year yields fall to two-month lows.

  • Looking to the Futures

    December 1, 2023
    10-Year Note Futures Down Despite PCE Numbers.

  • Stocks Close Strong Month on Benign Inflation Data

    November 30, 2023
    Favorably viewed numbers in a key inflation gauge further boosted investor confidence that the Fed may be done hiking interest rates.

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.

    Read Articles

  • 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.

    Read Articles

  • 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.

    Read the Article

  • 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).

    Read the Article

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
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