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Insights and News

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

Insight and News
Charts in a Minute

Chart in a Minute

A simple visual that can help illustrate technical market perspectives.

Chart in a Minute: Are behavioral finance biases limiting your financial future?

Use this chart as a conversation starter with clients about identifying and treating behavioral finance biases. Approved for client use.
Omar Aguilar

Omar Aguilar, Ph.D.

Senior Vice President, Chief Investment Officer of Passive Equity and Multi-Asset Strategies

Fear, greed, and behavioral finance

With COVID-19 clouding the horizon, your clients may be experiencing a range of intense emotions, leading to irrational investing behavior. That’s not surprising, given that major crises are like petri dishes that culture behavioral finance biases.
Brett Wander

Brett Wander, CFA

Senior Vice President, Chief Investment Officer of Fixed Income

How overreaching for yield may lead to disaster

Some bond investors may have thought themselves sufficiently diversified heading into the global pandemic, only to find that they had ventured too far down the rabbit hole while chasing higher yields.

Investment insights

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

Investment Insights

Fortune explains the difference between cap-weighted and fundamental index strategies.
Investment Insights

Do actively managed bond strategies offer better risk protection than passively managed bond strategies in market downturns? Data from COVID-19 and the 2008 financial crisis say, “No.”
Investment Insights

Today's environment is provoking some confusion about fixed income. Use this paper as a primer for talking with clients about fixed income opportunities.
Investment Insights

One potential opportunity is Fundamental Index® strategies, which may help reduce the negative effects of behavioral finance biases that can crop up during a market crisis like COVID-19.

News and events

See news highlights and learn about upcoming events.

Press Releases

Charles Schwab announced today that it has completed its asset acquisition of Wasmer, Schroeder, & Company LLC, a leading independent investment manager of fixed income separately managed accounts.
Press Releases

Charles Schwab announced today its role in the $375 million conversion of Private College 529 Plan, a unique college savings program collectively owned by nearly 300 private colleges and universities nationwide.
Press Releases

Charles Schwab Investment Management, Inc. (CSIM), an asset management arm of The Charles Schwab Corporation, is launching three new fixed income exchange traded funds (ETFs).

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.

Jonathan de St. Paer

President

Omar Aguilar, Ph.D.

Senior Vice President Chief Investment Officer of Passive Equity and Multi-Asset Strategies

Brett Wander, CFA

Senior Vice President, Chief Investment Officer of Fixed Income