Asset Management

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Investment Insights

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

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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.
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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.
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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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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.
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Should your clients reconsider international stocks?

If U.S. growth continues to slow in 2024 and interest rates fall as forecasted, international equities may be poised to benefit. Read more in this client-friendly chart.
ETF Know:How

Investors still hungry for ETFs, fixed income a popular dish

In the face of market challenges, the appetite for ETFs has increased, with millennials in particular craving opportunities in fixed income. This is according to Schwab Asset Management’s ETFs and Beyond Study, which also shows a growing interest in personalization.
Fixed Income

Agency MBS opportunities appear to be reemerging

Current coupon securities of residential mortgage pools potentially look compelling, given current dynamics. Read more in this short taxable bond insights piece.
Investment Insights

Repurchase Agreements and Money Market Funds

An overview of Repurchase Agreements and how they are used in Money Market Funds.
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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