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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: A nonpartisan investment strategy for the win

Use this chart to speak with clients about whether equity market returns are higher under a Republican or Democratic president. As the chart demonstrates, a nonpartisan strategy is actually a much better approach. Approved for client use.
Omar Aguilar

Omar Aguilar, Ph.D.

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

The behavioral advantage

Teaching clients about the most common behavioral biases can make it easier to identify and address them—and potentially lead to stronger, more durable advisor/client relationships.
Brett Wander

Brett Wander, CFA

Senior Vice President, Chief Investment Officer of Fixed Income

CIO mid-2020 outlook—The COVID-19 continuum

Focusing on the longer term and maintaining an appropriately diversified portfolio are potentially good first steps for the current COVID-19 continuum. Read what our CIOs are watching out for in the second half of 2020.

Investment insights

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

Investment Insights

Participants in defined contribution plans often misallocate their equity exposures if left to their own asset-allocation decisions, based on our work with investors. Learn more with this infographic.
Investment Insights

A variety of catalysts can drive up inflation, creating potentially divergent performance outcomes depending upon the asset class.
Investment Insights

Consider harnessing the potential benefits that ETFs can add to your clients’ portfolios while helping them stay invested and focused on their long-term goals.
Behavioral finance

After an unprecedented period of market turbulence and societal turmoil, this year’s behavioral finance survey gives us a unique backdrop in which to consider the effects of behavioral finance on advisors and their clients.

News and events

See news highlights and learn about upcoming events.

Press Releases

Low-cost ETF model portfolios on Envestnet’s Fund Strategist Network offer advisors market-cap-weighted and strategic beta solutions built on behavioral insights
Press Releases

Charles Schwab Investment Management, Inc. (CSIM) announced that effective today, August 10, the Wasmer Schroeder High Yield Municipal Fund (WSHYX) has been reorganized into the new Schwab High Yield Municipal Bond Fund (SWHYX).
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.

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

Jonathan de St. Paer

President
Omar Aguilar

Omar Aguilar, Ph.D.

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

Brett Wander, CFA

Senior Vice President, Chief Investment Officer of Fixed Income Strategies