Recent News
- Beyond the Numbers | Thematic Research: American Industrial Renaissance | April 23, 2026
LPL Research examines the forces behind a potential American industrial renaissance, including supply chains, industrial policy, and energy competitiveness.
- Weekly Market Commentary | Rethinking Fixed Income Allocation in a Multi‑Polar World | April 20, 2026
LPL Research examines the fixed income space as global bonds broaden yields and reduce U.S. concentration, offering diversified income and resilience via non‑U.S. developed and emerging markets.
- Thirty-Thousand Feet | Commodities at the Crossroads of Cycle & Value | April 17, 2026
LPL Research examines how inventory cycles and relative value shifts may be setting the stage for a new phase of commodity market opportunity.
- Rate and Credit View | Looking Beyond U.S. Bonds: The Case for Global Fixed Income | April 15, 2026
LPL Research explains why adding global bonds may boost income and diversification, while noting currency and credit risks.
- Weekly Market Commentary | The Economy Takes Multiple Shocks in Stride | April 13, 2026
LPL Research reviews inflation, growth, and global financial conditions, showing why the economy continues to withstand multiple shocks.
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...