SCHP News and Press, Schwab U.S. TIPs From 05/18/22

Long-term clinical evidence has shown the most consistent bulwark has been Treasury Inflation-Protected Securities, or TIPS. This year, the iShares TIP fund has suffered a $4.5 billion net outflow while our table of five short-term TIPS ETFs have collectively raked in $5.6 billion in ...

In this post, I will look at some lessons that the market is urging us to learn from the current investing environment. Over the long term, equities tend to earn you an annualized 8%-10%. Internalize that investing in the stock market requires a sufficiently long time horizon. ...

There was a lot of volatility in stocks last week but in the end, the S&P 500 was down a mere 21 basis points. A rising currency is presumably negative for the export sector and positive for domestic purchasing power. On a sector basis, there were several winners last week wit...

During Refinitiv Lipper’s fund flows week ended May 4, 2022, investors were overall net redeemers of fund assets (including both conventional funds and ETFs) for the fourth week in five, withdrawing a net $11.5 billion from the market. As of May 5, the average contract rate for...

Investors watched $11.5B worth of fund assets that include ETFs and conventional funds exit the door for the week ending May 4th according to the latest Refinitiv Lipper fund flow report. The outflows marked the fourth week of redemptions over the past five weeks. Money market funds...

The expected risk premium continued sliding in April for the Global Markets Index (GMI). Tuesday’s revision reflects a drop to a 5.4% annualized increase for the long term – a relatively large cut of 40 basis points from last month’s estimate. The forecast ref...

Inflation has mostly been the result of wars. Possibly the combination of Covid and the war in Ukraine is having a similar result. The Federal Reserve is tightening credit to combat inflation and will keep doing so until it causes a recession. Buying Treasury Inflation-Protected S...

With U.S. bond market yields rising to levels not seen since 2018–19, market participants appear to be debating whether rates have further room to rise from here or whether the increases now represent a renewed buying opportunity to go long duration. The rise in UST yields thus...

Only one major asset was up last week: REITs. There were some negative developments that might explain the selling. With the drop in commodities and fears about the impact of the China slowdown, the immediate effect should be for inflation and growth expectations to moderate. We didn&...

The recent rise in inflation has been top of mind for income investors. In this article, we take a look at some of the things investors ought to consider if they decide to hedge their inflation exposure. And take a look at the different instruments at the investor disposal. ...