Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.” Well change did come, and with it, volatility, perhaps in part because we assumed President Trump’s policies would simply mirror those of his prior term. The impact of policy…
How Portfolio Managers Are Thinking About 2026
LPL Research provides Q1 2026 insights from the LPL Financial Coverage List to pinpoint where large cap equity managers are leaning into opportunity and risk.
Weekly Market Commentary | AI-Driven Growth Fuels Strong Technology Earnings | April 27, 2026
LPL Research examines overlooked tech growth, assessing strong earnings, AI skepticism, and valuation opportunities for investors.
Weekly Market Performance | May 1, 2026
LPL’s Weekly Market Performance for the week of April 27, 2026, highlights high-profile earnings, global central bank decisions, and bond market headlines.
Will Weak Seasonal Trends Upend the Current Rally?
LPL Research explores the popular Sell in May seasonal period for stocks.
Equity Diversification Across Regions and Sectors
LPL Research reviews global and sector equity trends, showing how international stocks, and energy have provided diversification.
Assessing Implications of the Oil Shock
LPL Research discusses the supply shock in the physical oil market and related implications for the U.S. dollar and equities.