Recent News
- Equity Strategy Insights | Perspectives on Market Volatility Amid Ongoing Geopolitical Risk | April 2, 2026
LPL Research analyzes recent market volatility, oil price shocks, and earnings trends, explaining why patience may be rewarded despite near term uncertainty.
- Weekly Market Commentary | Earnings Likely to Grow Double-Digits Again; Will Markets Care? | March 30, 2026
LPL Research explains why solid earnings, AI investment, and economic resilience underpin stocks, even as oil prices and volatility pressure markets.
- Client Letter | Long-term Resilience During Geopolitical Instability | April 1, 2026
LPL Research examines the Iran conflict and its potential market impact, acknowledging the risks posed by geopolitical tensions and energy market disruptions. Even so, the firm sees a constructive economic backdrop, with evolving conditions creating opportunities across select areas of the market amid resilient underlying fundamentals.
- Beyond the Numbers | Energy Equities: Perspectives for the Current Cycle | March 26, 2026
LPL Research offers perspective on energy equities, showing how capital discipline and subsector dynamics are shaping the current oil and gas investment cycle
- Weekly Market Commentary | Private Credit Under Pressure: Liquidity Mismatches in an AI-Disrupted Cycle | March 23, 2026
LPL Research examines recent private credit activity in the face of growing sophistication from AI.
Blog
2026 Outlook: The Policy Engine
Outlook 2026: The Policy Engine By LPL Financial Research In 2025, we observed a market environment where fiscal and monetary policy decisions, rather than traditional business fundamentals, were the primary drivers of market direction. This shift means that policy...
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...