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Investment Insights

Read the latest research, perspectives and analysis from our investment professionals.

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Investment Insights

6 “knocks” on passive investing

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.
Investment Insights

5 ways to enhance your portfolio with ETFs

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.
D.J. Tierney, Jake Gilliam
Behavioral finance

Befi Barometer 2020

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.

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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

Fixed income foundations: Four sectors in perspective

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

A lower-for-longer world

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.
Brett Wander, CFA, Jonas Svallin, CFA
Investment Insights

Inflation protection: The benefits of a diversified asset-class approach

A variety of catalysts can drive up inflation, creating potentially divergent performance outcomes depending upon the asset class.
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.

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