Depressed rates lift high-dividend shares at the expense of the low-dividend peers favored by equity pickers, according to Nomura Instinet analysts.
Investment strategist Andy Rothman said he was "90% sure" there would be a trade deal between the U.S. and China by month's end during the discussion at the Schwab IMPACT Conference in San Diego.
Schwab strategists outlined their views on the economy—and the firm's thinking on advisors' needs.