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

  • Under Pressure: Fed Hikes in Face of Bank Turmoil

    March 22, 2023
    Despite new threats from some instability in the banking sector, the Federal Reserve hiked the fed funds rate by 25 basis points in March, while still focusing on combating inflation.

  • Weekly Market Outlook

    March 20, 2023
    Chief Global Investment Strategist Jeffrey Kleintop’s 90-second take on the markets for the week ahead.

  • Another One Bites the Dust: Banking Saga Continues

    March 20, 2023
    The banking crisis has sparked immense focus on financial stability; with an attendant tightening in credit conditions, the risk of a formal recession has risen notably.

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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