Asset Management

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Investment Insights

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

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Investment Insights

Making international stocks great again

International stocks are off to their best start to a year in a quarter century, supported by pro-growth policy shifts. Get this client-friendly chart to learn more.
Fixed Income

Tax-equivalent yields on municipal bonds look attractive

We think tax-equivalent municipal bond yields look attractive, particularly for investors in top tax brackets. Use this chart to talk with your clients about the opportunity.
Investment Insights

Solving for concentration risk in today’s U.S. stock market

Worried about your client’s mega-cap stock concentrations? Consider complementing their holdings with fundamentally weighted index strategies. Learn more.

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Investment Insights

Choosing the right crypto-related ETF

How do you choose the right crypto-related ETF? This short paper is designed to help investors understand existing crypto-related ETFs, the differences and relationships between blockchain and cryptocurrencies, and how a crypto-related fund may complement a diversified portfolio.
Fixed Income

Navigating headwinds in the U.S. banking sector

Curious about how the banking sector is positioned ahead of 2024’s transitional U.S. economy? Consider exploring this research paper for a credit-research perspective.
Thomas Werbinski, Lise-Lotte Smith
Fixed Income

Actively managing the current municipal bond market

Given the complexity of current municipal bond market dynamics, an actively managed investment strategy that seeks relative value opportunities may be a solid choice.
Fixed Income

A supportive backdrop for taxable municipal bonds

Taxable municipal bonds are enjoying a supportive backdrop, enhancing the potential value that these securities may provide. Learn more in this brief client-approved article.
Chart in a Minute

Need municipal bonds but unsure when to jump in?

If your clients need municipal bonds but are on the sidelines waiting for interest rates to settle, consider offering them a municipal bond ladder. This client-approved chart can be used as a conversation starter.
Chart in a Minute

A bright future for bonds, even after a late 2023 rally?

We think the outlook for fixed income remains quite favorable, even after an impressive rally in late 2023. Consider using this client-approved chart as a conversation starter.
Fixed Income

A compelling case for high-quality corporate bonds

High-quality corporate bond yields have reached levels rarely seen over the past two decades, making a compelling case for corporate bonds. Read more in this short taxable bond insights piece.
Direct indexing
Investment Insights

The power of direct indexing in managing client relationships

Omar Aguilar, PhD, CEO of Schwab Asset Management, shares his views on the growth of direct indexing solutions and addresses key advisor questions around tax optimization and portfolio implementation. He also explains why personalization can be a powerful tool in establishing an investor’s perception of value – and how personalized strategies such as direct indexing can help keep clients invested.

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