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.

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Investment Insights

Do actively managed bond strategies offer better risk protection than passively managed bond strategies in market downturns? Data from COVID-19 and the 2008 financial crisis say, “No.”
Investment Insights

One potential opportunity is Fundamental Index® strategies, which may help reduce the negative effects of behavioral finance biases that can crop up during a market crisis like COVID-19.
Investment Insights

Strategic beta ETFs have created a complex landscape for you to navigate. Using an illustrative tool can help you select the right strategic beta ETFs to integrate into your clients' portfolios.
Investment Insights

A checklist of five things we think are important for sponsors to consider when choosing target date funds.
Investment Insights

An overview of Repurchase Agreements and how they are used in Money Market Funds.
Investment Insights

Plan sponsors and their advisors should re-examine risk exposures in TDFs after a decade of rising equity markets has concealed their potential downside risk in less favorable markets.
Investment Insights

Perspective on the benefits of combining fundamental and market-cap indexing, and why Schwab believes now is a good time for fundamental indexing.
Investment Insights

Today's environment is provoking some confusion about fixed income. Use this paper as a primer for talking with clients about fixed income opportunities.
Investment Insights

While the low interest rate environment has helped fuel returns, it may also present pitfalls. Three Schwab professionals share their thoughts about the low interest rate backdrop and what it might mean for investors.

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