Investment Insights
Read the latest research, perspectives and analysis from our investment professionals.
Investment Insights content
Chart in a Minute
If your clients are concerned about potential concentration risk in today’s U.S. equity market, consider using this client-approved chart to strike up a conversation about Fundamental Index® strategies.
Fixed Income
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
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.
Fixed Income
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
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.