Recent News
- Tactical Asset Allocation Guide | Breakout to New Highs Increases Conviction in U.S. Equities Overweight | August 11, 2026
LPL Research maintains an overweight to U.S. equities as AI-driven earnings and resilient growth support markets, while favoring quality and diversification.
- Weekly Market Commentary | Municipal Bond Outlook: Why Carry Is the Strategy | August 10, 2026
LPL Research outlines how a Fed on hold, strong reinvestment demand, and elevated yields create compelling opportunities in municipal bonds.
- Client Letter | Strong Earnings Continue to Power Stocks Higher | August 5, 2026
LPL Research examines how AI investment, strong corporate earnings, and resilient economic growth continue to support stocks despite ongoing uncertainty.
- Rate and Credit View | Municipal Market Midyear Outlook: Carry Is the Strategy | August 5, 2026
LPL Research explores how stable interest rates, record issuance, and strong investor demand are shaping the municipal bond market.
- Weekly Market Commentary | Constructive on Stocks in the Second Half as AI Debate Continues | August 3, 2026
LPL Research highlights strong corporate earnings, AI-driven growth, and a favorable equity outlook while monitoring inflation, oil prices, and risks.
Blog
Outlook 2025: Pragmatic Optimism
Outlook 2025: Pragmatic Optimism By LPL Financial Research Looking back, 2024 clearly echoed many of the themes from 2023. By and large, the economy continued to defy expectations and surprised once again. Stocks continued their strong performance, driven by powerful...
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...