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Weekly Market Commentary

Inflation’s Importance to Financial Markets Cannot Be Overstated | Weekly Market Commentary | June 16, 2025
Inflation’s effects on the economy, monetary policy, and the financial markets are wide-ranging. Higher inflation can constrain economic growth, tighten financial conditions, drive interest rates higher and even restrain stock valuations — higher inflation dampens the present value of future earnings and, historically, correlates with lower stock valuations.

Q1 Buybacks Boost Stocks Amid Market Recovery | Weekly Market Commentary | June 9, 2025
Corporate buybacks, arguably one of the less-discussed catalysts, likely provided an additional boost to the market’s quick recovery. In this week’s Weekly Market Commentary, we explore recent repurchase activity, including who is buying back stock, how much, and how buyback companies have historically performed.
Global Portfolio Strategy

Global Portfolio Strategy | October 5, 2022
The Strategic and Tactical Asset Allocation Committee revised S&P 500 year-end fair value target of 4,000-4,100.

Global Portfolio Strategy | September 7, 2022
The Strategic and Tactical Asset Allocation Committee downgraded its view of emerging market equities from neutral to negative.
Client Letter

Client Letter | Could the Worst be Behind Us? | October 5, 2022
First, we want to acknowledge the tremendous damage and displacement caused by Hurricane Ian.

Client Letter | Better Times Ahead | September 28, 2022
LPL Research discusses elevated uncertainty in financial markets due to high inflation and rising interest rates.
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