Charles Schwab Investment Management

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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

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.

Brett Wander, CIO, Fixed Income

Bond yields: Lower for longer?

Unexpected events seem likely in 2018, and we think your clients might be quite surprised by how low U.S. bond yields may remain.

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

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.

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

Unprecedented markets, inexplicable risks

So far in 2016, it's been all about China, the Federal Reserve and global economic growth. Here's what we expect for the rest of this year.

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

Simplicity – What Clients Really Want

Like every other industry, we need to exercise some product control discipline, and begin the work of eliminating complexity from a very complicated investment sphere.

More from Marie

Omar Aguilar

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.

More from Omar

Brett Wander

Brett Wander, CIO, Fixed Income

Bond yields: Lower for longer?

Unexpected events have been commonplace in 2017, with 2018 likely to be a repeat in several ways.

More from Brett

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