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
- Weekly Market Commentary | Corporate America Cleared a High Bar This Earnings Season | November 24, 2025
LPL Research examines a third quarter earnings season that is winding down over the next couple of […]
- 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 […]
Market Signal Podcast
Macro. Market. Movers.
- Another Big Up Year With a Sharp Drawdown
LPL Research explains that big drawdowns don’t necessarily prevent stocks from great years, with […]
- Japanese Stimulus Tests Yields and the Yen
LPL Research analyzes the market reaction to Japan’s recently announced stimulus package.
- 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 […]