Research
Outlook 2023: Finding Balance
Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance. Whether it’s about the markets and global economy or what’s happening in our local communities, the news we’re hearing on a daily basis has the potential to disrupt the balance of our lives. But with resilience, perspective, and the support of close connections, we can navigate through it all and
Weekly Market Commentary
- Rate and Credit View | Can Bonds Still Be a Portfolio Diversifier? | November 2025
LPL explores whether bonds remain effective portfolio diversifiers amid shifting stock-bond […]
- Weekly Market Commentary | Early Keys to 2026 | November 17, 2025
In a year that could easily be defined by a few different words — including but not limited to […]
- Global Portfolio Strategy | Patiently Awaiting a Pullback Before Considering Adding Risk | November 12, 2025
LPL Research’s November Global Portfolio Strategy: neutral equity stance, AI-driven tech […]
- Weekly Market Commentary | AI Infrastructure: A New Pillar of Economic Growth | November 10, 2025
LPL Research explores how AI-driven investments and intellectual property are reshaping U.S. […]
- Client Letter | Positive Momentum Builds as Year-End Approaches | November 5, 2025
LPL Research reviews strong earnings, Fed policy signals, and easing trade tensions shaping the […]
- Weekly Market Commentary | From Micro to Macro: A Busy Week of Market-Moving Data | November 3, 2025
LPL Research reports on Fed rate cut, U.S.–China trade truce, strong earnings, and AI spending […]
Market Signal Podcast
Macro. Market. Movers.
- Weekly Market Performance — November 21, 2025
LPL's Weekly Market Performance for the week of November 17, 2025, highlights a volatilie week for […]
- 13F Insights: AI, Energy, and the Quiet Rotation Beneath the Surface
LPL Research examines the latest 13F filings for key trends shaping institutional portfolios, […]
- A Rare Shift: Can Emerging Market Outperformance Last?
LPL Research examines the rare outperformance of emerging market equities in 2025 and discusses if […]
- Catastrophe Bonds: Diversification, Risks, and Opportunities
LPL Research explores how catastrophe bonds offer diversification and yield, while carrying unique […]
- Weekly Market Performance — November 14, 2025
LPL's Weekly Market Performance for the week of November 10, 2025, highlights a rise in volatility […]
- Why Market Pullbacks in 2025 Have Been Shallow and Short
LPL Research examines the depth and duration of market drawdowns amid the recent bull market run […]