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Insights and News

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

Insight and News

New year, new opportunities

To learn how COVID-19 could impact the investment landscape long-term, read our CIOs’ insights.

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

Loss aversion and confirmation bias: Emotion in motion

Unprecedented and uncertain are two conditions that not only describe 2020 but can also activate behavioral biases. This edition of our recurring behavioral finance insights examines loss aversion and confirmation bias in the context of COVID-19.
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

Learn how index ETFs passed yet another episode of extreme market volatility during the pandemic and served their function as investment vehicles, risk-transfer mechanisms and price-discovery beacons.
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.

News and events

See news highlights and learn about upcoming events.

Press Releases

Charles Schwab Investment Management, Inc. (CSIM), an asset management arm of The Charles Schwab Corporation, announced today it is expanding its lineup of fixed income strategies available to Charles Schwab & Co., Inc. (Schwab) clients with 20 Wasmer Schroeder Strategies.
Announcements

Charles Schwab Investment Management, Inc. (CSIM) is monitoring the companies impacted by the Executive Order dated November 12, 2020 (Executive Order) as updated by the U.S. Department of Defense (DoD) and the U.S. Treasury’s Office of Foreign Assets Control (OFAC) and has reviewed the holdings of its client accounts, including advised mutual funds and exchange-traded funds (ETFs), against these published lists. CSIM is also consulting with the index providers to the mutual funds and ETFs.

Press Releases

Schwab Asset Management Solutions (SAMS), the asset management arm of The Charles Schwab Corporation, announced that it has been named to Pensions & Investments’ annual list of the Best Places to Work in Money Management.

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