Research
Midyear Outlook 2023 | The Path Towards Stability | July 12, 2023
At LPL Research, our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a welcomed change. It’s a theme we could all embrace six months ago and what we will continue to rally around through year-end. That’s not to say that 2023 hasn’t come with its own set of challenges. We saw two regional banks fail in rapid-fire succession in March—and
Weekly Market Commentary
- 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 […]
- Weekly Market Commentary | What Could Spook Markets | October 27, 2025
LPL Research provides commentary on which risks should be paid attention to as the markets move […]
- Beyond the Numbers | Value Investing Is Alive and Well | October 20, 2025
LPL explores evolving value investing strategies, macro risks, and overlooked market opportunities […]
Market Signal Podcast
Macro. Market. Movers.
- 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 […]
- AI Adoption Rates Will Likely Rise From Here
LPL Research explains why several sectors could realize even higher adoption rates for artificial […]
- Ideas Are Everywhere — If You’re Paying Attention
LPL Research explores how personal experience and everyday observations can guide long-term […]
- Weekly Market Performance — November 7, 2025
LPL's Weekly Market Performance for the week of November 3, 2025, highlights AI-realted valuation […]
- AI Theme: Longer Rainbows Should Lead to Bigger Pots of Gold
LPL Research analyzes the balance between the AI theme’s potential and risks for investors.