Insights for investment professionals

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Market Insights

Markets in a Minute

Insights on the latest global investment news from our Chief Investment Officers, Omar Aguilar and Brett Wander.

Market Insights

What’s ahead in 2019? Four investment pros weigh in

Four of Schwab’s leading investment professionals offered insights into the second half of the year during a one-hour presentation June 25.

Market Insights

Chart in a Minute: Are your retirement plans at risk?

Show your clients why it's important that their retirement portfolios are properly aligned with their risk tolerances. View this chart to learn more.

Get up-to-date perspectives and investment ideas from the professionals at the Schwab Center for Financial Research.

Market Insights

Chart in a Minute: Watch out for a potential rate cut

Is an interest rate cut on the horizon? The market says yes, but the Federal Reserve says no. Use this chart to help your clients examine this disconnect and to strike up a conversation about their bonds.

Leadership Insights

Help guide reactions to investor biases

Understanding investors and their potential biases is important to an advisor-client relationship.

Investment Insights

Schwab Podcast: What Should You Sell?

In this episode of Financial Decoder™, Omar Aguilar joins host Mark Riepe to talk about the way professional money managers work to mitigate behavioral and cognitive biases.

Leadership Insights

Bond yields: Merrily we go 'round

Are your clients worried about the possibility of an inverted yield curve? We address this concern, and discuss three factors that have been keeping longer-term rates in check.

Leadership Insights

The winner's curse: The overpayment principle

Amid the ongoing competition to earn higher returns than fellow market participants, unwary investors can fall prey to an emotional behavioral finance effect called the winner's curse.

Omar Aguilar, CIO, Equities and Multi-Asset Strategies

The comforts of home

With the U.S. bull market seemingly unstoppable in 2017, a client’s desire to invest primarily in domestic equities may seem intuitively sensible.

Omar Aguilar, CIO, Equities and Multi-Asset Strategies

What behavioral finance can teach us about markets—and ourselves

Investment decision-making is a function of recognizing we’re all human and that we must adapt to our own irrationality. Advisors can play a key role in that process.

Omar Aguilar, CIO, Equities and Multi-Asset Strategies

How investment biases affect investor decisions and influence market trends

Investors do not always behave in rational ways, underscoring the importance of understanding behavioral finance influences.

Leadership Insights

Bonds, bubbles, and Bitcoin

Even though asset prices can reach extremes, these valuations can make sense when supported by underlying fundamentals....

Leadership Insights

The endowment effect: Value is relative

Value can be surprisingly relative, a point emphasized by the endowment effect. This behavioral finance influence explains that ownership, or a lack thereof, plays a critical role in a stock’s perceived value.

Leadership Insights

Jonathan de St. Paer

Jonathan de St. Paer, President and Chief Executive Officer

Key takeaways from the ICI General Membership Meeting

Having a forum like this annual meeting to learn about, discuss and debate key issues with the rest of the industry is so important. Here are my observations and thoughts about some of the topics our industry finds most pressing and interesting.

More from Jonathan

Omar Aguilar

Omar Aguilar, CIO, Equities and Multi-Asset Strategies

The normalcy bias: A break from reality

Have your clients occasionally seemed disconnected from market realities this year? Behavioral finance may be able to help explain why.

More from Omar

Brett Wander

Brett Wander, CIO, Fixed Income

Shifting the paradigm: A whole new market

Are your clients' fixed income allocations aligned with the new market environment? Learn how shifts in three fundamentals may reinforce the need for high quality fixed income allocations.

More from Brett

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