Insights & Ideas

Market & Investment Insights

Get expert perspectives on market and investing trends to help keep your client portfolios ahead of the game. Through the Schwab Center for Financial Research (SCFR) and Schwab Asset Management®, we offer thought leadership and tools designed to elevate your firm. 

Markets & economy

Get the market commentary and trend forecasting that you need to make data-driven recommendations for your clients.

Trading

Weekly Trader's Outlook

Stocks are on track for weekly losses, as rising longer-term Treasury yields and a resurrection of tariff threats incentivize traders to move some investment dollars to the sidelines.

May 23, 2025

Markets and Economy

Tariff Threats Hit Market

Fresh tariff threats from President Trump against Apple's iPhone and imports from Europe sent stocks and yields down ahead of the long weekend. Nvidia, GDP, and PCE loom next week.

May 23, 2025

Futures

Looking to the Futures

Bonds tumbled as investors considered the tax bill that passed the House on Wednesday.

May 23, 2025

Government Policy

What Is a Tariff?

Tariffs have long been part of U.S. economic policy, but big changes can disrupt markets and trade. Here's a quick overview of some questions investors may have.

May 20, 2025

International

Why International and Why Now

The shifting change in market leadership to international outperformance may call for a portfolio review to assess overexposure risks.

May 19, 2025

Markets and Economy

Perspective: Tariff Effect

Stocks have rebounded since the White House delayed steep tariffs that were announced in early April, but trade policy remains a potential driver of volatility.

May 16, 2025

Trading strategy consultations

Discuss portfolio-specific topics like managing volatility and generating income through alternative investments during a one-on-one consultation with a Strategy Desk expert—and return for more advice as many times as you need. This personalized support is in addition to getting weekly webcasts and market commentary straight from our experienced team.

Learn more about the Strategy Desk

Education & tools

Explore expert analysis and investor tools from Schwab Asset Management that can help you exceed client expectations.  

Investment insights

Stay up to date with research, perspectives, and analysis from the investment professionals at Schwab Asset Management, including their actionable investment ideas and macro perspectives.

Read the latest

Market charts

Help your clients better understand complex market trends with quick-hit visuals. These investor-friendly charts include concise talking points that facilitate client conversations around asset-allocation opportunities. 

Get the charts

Behavioral finance

Find insights and tools to unlock the power of behavioral finance, strengthen client relationships and optimize investing outcomes.

Explore the insights

ETF education

Discover tools, analysis, and insights to help you build your ETF knowledge and select ETFs for client portfolios. Our dedicated resources are crafted by Schwab professionals for all levels of expertise. 

Build your knowledge

About the Schwab Center for Financial Research

One of the ways we show our commitment to investment advisors is through SCFR. This industry-leading research center delivers original, fact-based investment insights on key topics, including:

  • The markets
  • The economy
  • Portfolio management
  • Investment strategy
  • Retirement planning
  • Financial planning

Our experts drive the industry forward with proprietary perspectives that you'll find only at Schwab. Their insightful analysis across a broad range of financial topics can help our clients make better investment decisions.

Liz Ann Sonders

Managing Director, Chief Investment Strategist, Charles Schwab & Co., Inc. 

See full bio

Jeffrey Kleintop

Managing Director, Chief Global Investment Strategist, Charles Schwab & Co., Inc.

See full bio

Kathy Jones

Managing Director, Chief Fixed Income Strategist, Schwab Center for Financial Research

See full bio

Want to hear our experts address your market and economic questions?

Listen to the Schwab Market Talk webcast series for monthly insights. Catch candid conversations and explore our library of past sessions.

Take your next step

If you're not yet a Schwab client, contact us to learn more about the benefits and opportunities of working with Schwab.

Get in touch

Keep up with the market

As a Schwab client, you can tap into robust commentary and research right in Schwab Advisor Center®, check out our Research section for daily market updates and more.

Log in to Schwab Advisor Center : opens in a new window
(0624-2S1F)

Schwab Asset Management™ is the dba name for Charles Schwab Investment Management, Inc., the investment adviser for Schwab Funds. Schwab Funds are distributed by Charles Schwab & Co., Inc. (Schwab), Member SIPC Schwab Asset Management and Schwab are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.

The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.

Read more about Schwab's privacy policy.

The above mentioned firms and their employees are not affiliated with or employees of Schwab unless otherwise noted. Mention should not be construed as a recommendation, endorsement of, or sponsorship by Schwab. The views expressed are those of the third party and are provided for information purposes only. Experiences expressed are no guarantee of future performance or success and may not be representative of you or your experience.

Schwab does not provide investment planning, legal, regulatory, tax, or compliance advice. Consult professionals in these fields to address your specific circumstances.

Third party trademarks are the property of their respective owners and used with permission. Third party firms and their employees are not affiliated with or an employee of Schwab.

Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. ("Schwab"), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. ("CSIM"). Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.

© 2025 Charles Schwab & Co., Inc. ("Schwab") All rights reserved. Member SIPC.