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Schwab Market Talk

Advisors, join our monthly webcast series to get your market and economic questions answered by Charles Schwab & Co. experts Liz Ann Sonders (Chief Investment Strategist), Kathy Jones (Chief Fixed Income Strategist) and Jeffrey Kleintop (Chief Global Investment Strategist).

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Chart in a Minute

A simple visual that can help illustrate technical market perspectives.
 

Starting yields tend to drive bond returns over time

Given the clouded outlook for 2025, now might be a good time to ensure that your clients are sufficiently allocated to bonds. This chart could help start the conversation.

 

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Investment insights

Read the latest research, perspectives, and analysis from our investment professionals.

VIDEO

Asset allocation trends and opportunities in multi-asset portfolios

In this video, John Greves and Som Priestley delve into capital market expectations and explore strategies for approaching asset allocation within multi-asset portfolios to help advisors navigate the challenges and opportunities of 2025.

INSIGHTS & IDEAS

Clients overweight U.S. stocks? Consider international.

Do your clients need some diversification from U.S. stocks? Consider international equities, which have performed well since the current bull market began in late 2022.

CHART IN A MINUTE

Is it time to add diversity to clients’ U.S. stock allocations?

Are your clients concerned about U.S. equity market concentration risk? Consider complementing their traditional market-cap index strategies with Fundamental Index® strategies. Use this client-approved chart as a conversation starter.

CHART IN A MINUTE

A nonpartisan investment strategy for the win

If your clients are asking which political party generates the highest market returns while in the White House, consider using this client-approved chart to strike up a conversation.

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The latest from the Schwab Center for Financial Research

    International
    What's new

    Is China Investable Again?

    By Jeffrey Kleintop
    Should China deliver sufficient stimulus to break the cycle of tightening fiscal policy, we may find China, and emerging markets, investable again.
    Markets and Economy
    What's new

    What Will Fed Rate Cuts Mean for the U.S. Dollar?

    By Kathy Jones
    How will the U.S. dollar respond to Federal Reserve rate cuts? The factors that have supported a strong dollar for years remain largely intact.
    Markets and Economy
    On Investing
    What's new

    Making Sense of the Current Economic Cycle

    By Liz Ann Sonders, Kathy Jones
    Kathy Jones and Liz Ann Sonders examine the current rate-cutting environment in the context of previous economic cycles.
    International
    What's new

    2024 Elections: Big Bark, Little Bite

    By Jeffrey Kleintop
    Policy, more likely to be dictated by economic circumstances, may not resemble generous populist proposals, which could limit their impact on stock markets.
    Investments
    Commentary
    What should I do

    How to Build a Bond Portfolio

    By Collin Martin
    From "how" to "why now," here are four things investors should understand about bond investing.
    Markets and Economy
    On Investing
    What's new

    What the Fed Rate Cut Means (With Claudia Sahm)

    By Liz Ann Sonders, Kathy Jones
    Kathy Jones and Liz Ann Sonders analyze the market's reaction to the Fed's 50 bps rate cut.
    Markets and Economy
    On Investing
    What's new

    Before the Rate Cut, Our View of the Markets

    By Liz Ann Sonders, Kathy Jones
    Now that the yield curve has uninverted, what can we expect from the markets as we approach next week's Fed meeting?
    Markets and Economy
    What's new
    Bond Insights

    Federal Reserve: On the Road Again

    By Kathy Jones
    While the pace of Federal Reserve cuts is in question, all roads lead to lower interest rates.
    International
    What's new

    Rate Cuts Support a Brighter 2025

    By Jeffrey Kleintop
    Given the backdrop of monetary policy stimulus, the global economy is poised for growth and international stocks for continued leadership.
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Investing involves risk, including loss of principal. The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

Diversification strategies do not ensure a profit and do not protect against losses in declining markets.

The Schwab Center for Financial Research (SCFR) is a division of Charles Schwab & Co., Inc. Articles attributed to SCFR are the opinions of employees of Charles Schwab & Co., Inc., Member SIPC and may not reflect the views of Schwab Asset Management®.

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