Asset Management

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Insights and News

Ensuring you have the insights, news, and research you need.

Insight and News

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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Headshots of Kathy Jones, Liz Ann Sonders and Jeffrey Kleintop

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.

Stopwatch Illustration

Investment insights

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

Fixed Income

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.
Fixed Income

5 post-election insights regarding municipal market credit conditions

Questions about municipal market credit conditions have arisen amid the fallout from the 2024 elections. We explore these topics through a credit lens in this white paper.
Reid Tomlin, Pat Liberatore
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.
Direct indexing
ETFs
Collective Investment Trusts
Fixed income
Money Market Funds
Index
Multi-Asset
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The latest from the Schwab Center for Financial Research

The latest from the Schwab Center for Financial Research

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News and events

See news highlights and learn about upcoming events.

Press Releases

Schwab Asset Management Announces Zero Capital Gains Distributions for Schwab ETFs for 2024

Today, December 20, 2024, Schwab Asset Management ®, the asset management arm of the Charles Schwab Corporation, announced there will be no capital gains distribution for the 2024 tax year by any of the 32 exchange-traded funds (ETFs) in the Schwab ETF family.
Press Releases

The Schwab Mortgage-Backed Securities ETF (SMBS) Starts Trading

Today, November 19, 2024, Schwab Asset Management®, the asset management arm of The Charles Schwab Corporation, announced the Schwab Mortgage-Backed Securities ETF (NYSE Arca: SMBS) began trading.
Press Releases

Schwab Asset Management to Launch the Schwab Mortgage-Backed Securities ETF

Today, November 7, 2024, Schwab Asset Management®, the asset management arm of The Charles Schwab Corporation, announced the launch of the Schwab Mortgage-Backed Securities ETF (NYSE Arca: SMBS). The first day of trading is expected to be on or about November 19, 2024.
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Leadership insights

Keep updated on valuable insights from our leadership team—from the latest on the global markets and asset management industry, to behavioral finance and investor biases.

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Omar Aguilar

Omar Aguilar, Ph.D.

President, Chief Executive Officer, and Chief Investment Officer
Learn more about Omar