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Investment Insights

High-quality fixed income wins again

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

Factor investing: It's a jungle out there, but it doesn't have to be

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

Sea change: Investor dollars are flooding into bond ETFs

The appeal of low fees has driven an explosion of new bond ETF offerings, which enables investors to achieve similar exposures to individual bond portfolios—but with lower costs and more diversification.

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Investment Insights

Understanding Chinese Security Share Classes

Why so much noise about the China A Share class? Compare China A shares against other ways to access the Chinese Securities Market.
Investment Insights

Major Influences on Municipal Money Market Yields

Municipal money market fund yields may at times experience increased volatility.
Investment Insights

A look at what's behind ETF tax efficiency

ETFs can give an investor more control over the timing of their tax liabilities. It's one of the contributing factors to the growth of ETFs, particularly among advisors seeking to optimize their investors' long-term returns.
Investment Insights

Market Stress Test: How ETFs fared in the volatility of February 2018

If the first bout of market volatility in 2018 was a test of ETFs as an efficient investment vehicle and capital markets tool, we believe they passed this test.
Investment Insights

The Schwab 1000 Index® - 26 Years of Battle-Tested Results

Perspective from Founder and Chairman Charles R. Schwab on the benefits of index-based strategies and the historical dynamics of the Schwab 1000 Index.
Investment Insights

Understanding bank exposures in municipal money market funds

Learn why it's critical to have a more complete perspective of the risks inherent in municipal money market funds.
Investment Insights

Better Together: Fundamental & Market-Cap Indexes

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

Navigating the growing ETF landscape

D.J. Tierney, Managing Director, Client Portfolio Strategist, discusses trends in the ETF market, how to navigate the growing ETF landscape, and provides three key factors for evaluating strategic beta ETFs.