Recent News
Weekly Market Commentary
Tariff Turmoil: Where Do We Go From Here? | Weekly Market Commentary | April 7, 2025
Markets got quite a surprise from the Trump administration last week in the form of tariffs above even the most aggressive forecasts, increasing the risks to economic growth and corporate profits.
Tariff Uncertainty Facing Stocks to Start Clearing Soon | Weekly Market Commentary | March 31, 2025
Wednesday is the big day when the Trump administration will provide more clarity on their tariff plans. The latest news has been a mix of encouraging talk about narrow reciprocal tariffs and deep and biting auto (and auto parts) tariffs. It’s tough to lay out a tariff playbook for investors right now, so our advice is to wait and see. Markets and corporate America will need time to digest the information and figure out their next move. As potential dip buyers, we’re not in a big hurry.
Global Portfolio Strategy
Global Portfolio Strategy | December 7, 2022
Stocks added to strong October gains in November as the S&P 500 returned 5.6% for the month, leaving the index down 13.1% year to date. The Dow Jones Industrials fared slightly better, gaining 6%, while the Nasdaq added 4.5%. The Dow, up more than 20% from its...
Global Portfolio Strategy | November 8, 2022
The Strategic and Tactical Asset Allocation Committee maintains its overweight equities recommendation relative to bonds.
Client Letter
Client Letter | Outlook 2023: Finding Balance | December 6, 2022
LPL Research’s Outlook 2023: Finding Balance provides perspective on what’s been happening and what may lay ahead in the market, economy, and more.
Client Letter | Looking Ahead | November 2, 2022
LPL Research discusses why there may be emerging reasons to believe that the next year may be more constructive than the last.
Blog
Outlook 2024: A Turning Point
In 2024, we believe markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk of a recession is bubbling up again as the effect of post-pandemic...