Recent News
Weekly Market Commentary
Key Pillars of the Bull and Bear Cases in 2025 | Weekly Market Commentary | February 10, 2025
Expected continued steady economic growth should enable corporate America to grow profits at or near a double digit pace in 2025.
U.S. Exceptionalism: Is It Still Intact? | Weekly Market Commentary | February 3, 2025
With China’s DeepSeek pressuring investors to take a closer look at the current environment of artificial intelligence (AI) development within the U.S., some are taking a moment to question the accuracy of a much larger idea — American Exceptionalism.
Global Portfolio Strategy
Global Portfolio Strategy | May 11, 2021
First quarter earnings season was truly remarkable and we lifted our earnings forecasts and our year-end S&P 500 Index fair value target rang.
Global Portfolio Strategy | March 9, 2021
We favor stocks over bonds based on expectations for economic growth, a strong rebound in corporate profits, and increased COVID-19 vaccine distribution.
Client Letter
Client Letter | New Beginnings in 2022 | January 6, 2022
LPL Research shares what they’re optimistic about for 2022.
Client Letter | Holiday Resilience | December 2, 2021
The path back to normal has been bumpier than anticipated, but the U.S. economy continues to show some strong momentum.
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