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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: Have your bond holdings lived up to expectations?

Use this chart to strike up conversations with clients about why fixed income is critical in a well-diversified portfolio, and why high-quality bonds in particular are worth considering. 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

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.
Investment Insights

The sharp evolutionary growth of passive investment strategies has accelerated since 2000, while drawing criticism from some market pundits. This paper tackles six of these criticisms, offering a perspective on what such pundits may be missing.
Investment Insights

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

News and events

See news highlights and learn about upcoming events.

Press Releases

More financial advisors are using behavioral finance techniques compared to last year—and they are reaping the benefits.
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).

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