Market & Investment Insights

Markets & economy

Fed Raises Rates, Sticks With Plans for One More Hike This Year
April 16, 2019
As expected, the Federal Reserve raised its benchmark target rate at its June meeting. However, the market seems less concerned about inflation than the Fed does.
Bond Market Outlook: Higher Rates and Known Unknowns
April 16, 2019
The incoming administration’s proposals for taxes, spending and trade could create waves in the bond market. Caution may be in order.
Happy Unrecession: The Alice in Wonderland Economy
Jeffrey Kleintop
April 01, 2019
While the odd and upside-down developments confronting investors may seem mad, the stock market gains are not as misguided or illogical as they may at first seem.
Individual Bonds vs. Bond Funds
March 28, 2019
Here’s a look at how bonds and bond funds investments differ—and when one might make more sense than the other.
Schwab Market Perspective: Sliding into Recession…or Another Q1 Quirk?
Liz Ann Sonders, Jeffrey Kleintop, Brad Sorensen
March 05, 2019
Recession fears have risen and stocks have become more volatile, but is now the time to prepare for a sharp downturn?
Schwab Sector Views: Miss-Communication
Brad Sorensen
March 05, 2019
The communications services sector has defied our underperform rating, but we see headwinds building and continue to suggest caution.

Education and insights

Global equity market insights

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

Timely takes on fixed income investments

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. 

The Case for Global Asset Allocation

Here we discuss the merits of a globally diversified portfolio, and how advisors should respond to new market realities.

Alternative investments: A goals-based framework

In this piece, Anthony B. Davidow, CIMA®, Vice President, Alternative Beta and Asset Allocation Strategist at Schwab Center for Financial Research™, takes a deeper-dive into the various types of alternative investments and suggests a framework for using them to build goals-based portfolios.

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Schwab Center for Financial Research®

One of the ways we demonstrate our commitment to 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.