Charles Schwab Investment Management

At Charles Schwab Investment Management, our commitment to investment professionals includes sharing our knowledge and perspective. Keep current on the latest investment and market trends with research, commentary and more from our team and strategic partners.

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Market Insights

Biweekly insights on the latest global investment news from our Chief Investment Officers

Omar Aguilar, Chief Investment Officer,
Equities and Multi-Asset Strategies

Brett Wander, Chief Investment Officer,
Fixed Income

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

Bonds, bubbles, and Bitcoin

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

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

Market Insights

Chart in a Minute:
Diversify and stay invested

Trying to time the market’s peaks can be costly, especially if you’ve mistimed when a peak will occur.

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.

Market Insights

Chart in a Minute

Longer-term bond yields don’t have to rise just because the Federal Reserve is “normalizing” rates.

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.

Omar Aguilar, CIO, Equities and Multi-Asset Strategies

Our compulsion with loss aversion

Divergent policies among major central banks and foreign-exchange volatility could have a pronounced impact on investors' loss aversion behavior over the summer.

Brett Wander, CIO, Fixed Income

Embracing the improbable

Improbable doesn't mean impossible, as market developments this year have helped to illustrate. With this in mind, we believe that one particular point remains clear: U.S. bonds are just as important as ever.

Omar Aguilar, CIO, Equities and Multi-Asset Strategies

Don't get burned by the "hot hand"

Ensuring that hot-hand fallacy, cognitive dissonance, and confirmation bias are not disproportionately leading a portfolio's overall allocations astray may become increasingly important as the current low-yield environment evolves.

Leadership Insights

Marie Chandoha

Marie Chandoha, President and CEO

What a Difference a Quarter Century Makes

It has officially been over 25 years since the very first exchange traded fund began trading. In some ways, it's hard to believe it has been that long; in other ways, it feels like ancient history.

More from Marie

Omar Aguilar

Omar Aguilar, CIO, Equities and Multi-Asset Strategies

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.

More from Omar

Brett Wander

Brett Wander, CIO, Fixed Income

Bonds, bubbles, and Bitcoin

Over the past few years, stocks, bonds, and Bitcoin have inspired conversations regarding what an advisor should recommend to clients when asset prices reach extremes.

More from Brett

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