RESEARCH

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How LPL Research Thinks About Dividends

How LPL Research Thinks About Dividends

Dividend strategies, a.k.a. equity income strategies, have outperformed to start the year, owing to the value-led cyclical rotation we are seeing in domestic equity markets. Looking beyond current performance, this week, we ask and answer the question “How should I think about dividend stocks or building an equity income portfolio?

Assessing the Impact of Developments in Iran: Watch Energy

Assessing the Impact of Developments in Iran: Watch Energy

Over the weekend, the United States and Israel conducted a coordinated series of missile and drone strikes against Iran, targeting several high-value military installations in an effort to hinder Iran’s nuclear development efforts…

Assessing the Impact of Developments in Iran: Watch Energy

Weekly Market Performance — February 27, 2026

LPL Research provides its Weekly Market Performance for the week of February 23, 2026. U.S. stocks fell for the week as concerns about AI’s disruptive impact drove a broader risk‑off shift. Technology and banks weakened, while defensive sectors held up better.

Assessing the Impact of Developments in Iran: Watch Energy

Continuation Funds: What They Are and Why They Matter

With traditional private equity investment exits facing difficulty over the past few years — albeit improving somewhat recently — private equity sponsors have increasingly relied on the use of continuation funds…

Assessing the Impact of Developments in Iran: Watch Energy

Competitors to the Greenback Are Less Significant

Let’s develop a scenario to explain the importance of foreign exchange (FX) markets and specifically, the dominance of the U.S. dollar. Say, for example, Thailand, one of the world’s major rice exporters, engages in trade with Brazil, the second‑largest cotton exporter…

Assessing the Impact of Developments in Iran: Watch Energy

When Mega Caps Waver and Small Caps Surge

Every market cycle has its own character, but certain patterns appear frequently enough that they deserve attention. This is especially true when evaluating early-year rallies in small caps…

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