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.

Leadership Insights

The recency bias: A rearview mirror fixation

Has the recency bias created an expectations trap for your clients? Read our latest behavioral finance insights to learn about the bias and potential resolution opportunities.

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

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

Why behavioral finance is important in today's market environment

In honor of Behavioral Finance Week, I spoke to Omar Aguilar, our CIO of Equities and Multi-Asset Strategies, to discuss behavioral finance concepts and why it's important to understand them in this market environment.

More from Jonathan

Omar Aguilar

Omar Aguilar, CIO, Equities and Multi-Asset Strategies

The recency bias: A rearview mirror fixation

Some of your clients may be expecting that 2019's remarkable equity market results will replicate themselves this year. In behavioral finance terms, this cognitive behavioral finance trap is known as the recency bias.

More from Omar

Brett Wander

Brett Wander, CIO, Fixed Income

Super low bond yields are everywhere

Extremely low bond yields are pervasive throughout the global economy, as many longstanding investment "truisms" have been falling by the wayside. Read our fixed income insights for talking points to share with clients.

More from Brett

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