Recent News
- Tactical Asset Allocation Guide | Raising S&P 500 Target and Yield Forecast and Moving Up in Market Cap and Quality | October 14, 2026
LPL Research shares its latest tactical views, favoring equities, large-cap value and quality while navigating higher rates and market uncertainty.
- Weekly Market Commentary | Credit Is Still Flowing, and Businesses Are Borrowing | October 12, 2026
LPL Research examines resilient business lending, narrowing credit spreads, and a housing market constrained by the growing mortgage rate lock-in effect.
- Economic Navigator | October 9, 2026
LPL Research examines the drivers of economic growth and the inflation risks investors should continue to monitor.
- Market Insight Quarterly | Q3 2026
This quarterly publication helps provide clarity and context to the issues affecting the economy, stock and bond market.
- Client Letter | Strong Markets, Growing Questions | October 2026
LPL Research reviews the key forces supporting stocks while rising rates and uncertainty test market momentum.
Blog
LPL Research Midyear Outlook 2026: Thoughts on the Second Half
Midyear Outlook 2026: Key Takeaways for the Second Half Jeff Buchbinder | Chief Equity Strategist Last Updated: July 07, 2026 Additional content provided by Brian Booe, Associate Analyst, Research. Over the first half of 2026, markets faced some expected — and...
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...