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

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.

  • Ready to take action?

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

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)