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Weekly Market Commentary
![Key Themes for Bonds in the Second Half of 2024 | Weekly Market Commentary | July 22, 2024](https://infinityplans.com/wp-content/uploads/sites/34/2024/07/weekly-market-commentary-092721_article-hero-450x450-2-2.png)
Key Themes for Bonds in the Second Half of 2024 | Weekly Market Commentary | July 22, 2024
The first half of the year was a challenging environment for a lot of fixed income markets, especially higher-quality markets.
![Key Themes for Stocks in the Second Half of 2024 | Weekly Market Commentary | July 15, 2024](https://infinityplans.com/wp-content/uploads/sites/34/2024/07/weekly-market-commentary-092721_article-hero-450x450-2-1.png)
Key Themes for Stocks in the Second Half of 2024 | Weekly Market Commentary | July 15, 2024
With the release of the LPL Research Midyear Outlook 2024: Still Waiting for the Turn, in this week’s commentary we pull out key themes from the publication and add some context for our views given stocks have continued to rally — with Thursday a glaring exception as stocks sold off, somewhat surprisingly, after a good consumer inflation report.
Global Portfolio Strategy
![Global Portfolio Strategy | December 7, 2022](https://infinityplans.com/wp-content/uploads/sites/34/2022/12/GlobalPortfolioStrategy-December2022.jpg)
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](https://infinityplans.com/wp-content/uploads/sites/34/2022/11/GlobalPortfolioStrategy-November2022.jpg)
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](https://infinityplans.com/wp-content/uploads/sites/34/2022/12/Outlook_Client_Letter_1262022.jpg)
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](https://infinityplans.com/wp-content/uploads/sites/34/2022/11/Client_Letter_1122022-1055x675.jpg)
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](https://infinityplans.com/wp-content/uploads/sites/34/2023/12/Outlook-2024-Social-1080x630.png)
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...