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
- Tariffs Ignite a Metals Melt-Up | Weekly Market Commentary | February 18, 2025
LPL Research explores the latest round of tariff news and why the metals market is heating up.
- Global Portfolio Strategy | As Goes January, So Goes the Year? | February 10, 2025
The LPL Strategic and Tactical Asset Allocation Committee upgraded large growth and consumer […]
- Key Pillars of the Bull and Bear Cases in 2025 | Weekly Market Commentary | February 10, 2025
LPL Research discusses the case for bull and bear markets in 2025.
- Client Letter | AI Advances and Tariff Tactics | February 5, 2025
LPL Research discusses America's lead in the AI race and the potential economic impact of President […]
- U.S. Exceptionalism: Is It Still Intact? | Weekly Market Commentary | February 3, 2025
LPL Research explores the factors that define U.S. exceptionalism, including its de facto global […]
- Is the Bond Market Worried About Inflation? | Weekly Market Commentary | January 27, 2025
LPL Research discusses the possibility of inflationary pressures reigniting under the new Trump […]
Market Signal Podcast
Macro. Market. Movers.
- Weekly Market Performance — February 21, 2025
LPL's Weekly Market Performance for the week of February 17, 2025, highlights ongoing tariff […]
- Key Takeaways From Recent 13F Filings
LPL Research examines key takeaways from fourth quarter 13F filings from institutional asset […]
- Strategic Asset Allocation 2025: A 3-to-5-Year Perspective of Markets
LPL Research examines the recent updates to their strategic investment views and what this could […]
- How Tariffs Impact Credit Markets
LPL Research examines what tariffs mean for the credit market and how this would impact high yield […]
- Weekly Market Performance — February 14, 2025
LPL's Weekly Market Performance for the week of February 10, 2025, highlights the latest inflation […]
- Updated Sector Views
LPL Research highlights recent sector recommendation changes to their tactical asset allocation […]