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
- Tactical Asset Allocation Guide | Staying the Course | March 10, 2026
LPL Research kept its overall market outlook steady for March, but upgraded industrials to […]
- Economic Navigator | From AI to Oil: The Forces Redefining Growth | March 11, 2026
LPL Research explains key economic trends in 2026, from shifting labor conditions to oil market […]
- Weekly Market Commentary | Markets Tested as Iran Conflict Continues | March 9, 2026
LPL Research reviews how the Iran conflict is affecting markets, highlighting energy risks, market […]
- Client Letter | Maintaining Course Through Geopolitical Uncertainty | March 4, 2026
LPL Research addresses the escalating Iran conflict and its market impact. Despite geopolitical […]
- Equity Strategy Insights | AI Disruption Survival Kit as Fears Ripple Through Equity Markets | March 2, 2026
LPL Research outlines how AI disruption is shaping equity markets and highlights sectors like […]
- Weekly Market Commentary | How LPL Research Thinks About Dividends | March 2, 2026
Looking beyond recent dividend strategies' performance, LPL Research asks and answers the question […]
Market Signal Podcast
Macro. Market. Movers.
- Excess Savings Are Gone. Now What?
LPL Research examines the implications of depleted excess savings on consumer spending and the […]
- Uncovering Model Portfolio Construction and Evaluation
LPL Research examines the advantages and pitfalls of different portfolio construction methods.
- Commercial Real Estate — Is Now the Time to Invest?
LPL Research takes a deep dive into the commercial real estate sector, providing an overview, as […]
- Sector Plays for the Bull Case Scenario
LPL Research highlights equity sector opportunities that may perform well if low tariff rates […]
- Lakeside Talks Sooth U.S.-China Trade Relations
LPL Research explains how trade relations with China created a catalyst for more risk appetite.
- From Turbulent to Tranquil? Calm Returns to Credit Markets
LPL Research highlights the relative calm in the corporate credit markets and examines if that […]