Recent News
Weekly Market Commentary
Q3 Earnings Should Be Fine, but Expectations Beyond This Quarter Are High | Weekly Market Commentary | October 21, 2024
The S&P 500 consensus earnings growth number of 3% for the third quarter is not something to write home about, especially after double-digit earnings growth in the second quarter. The soft number is partly due to a tougher comparison. In Q2 2024, earnings had an easier comparison with a 3.3% drop in earnings in the prior-year quarter (Q2 2023 vs. Q2 2022). For the third quarter now being reported, the comparison gets tougher as earnings growth in Q3 2023 was over 5% (vs. Q2 2022).
Gold Rally Is No Flash in the Pan | Weekly Market Commentary | September 30, 2024
When it comes to investing, gold may be the antithesis of artificial intelligence (AI). The precious metal has acted as a store of value for thousands of years with zero technological innovation — gold is discovered, not developed. Gold is also a real tangible asset and can act as a potential hedge against inflation or a safe haven during times of crisis.
Global Portfolio Strategy
Global Portfolio Strategy | August 3, 2022
The STAAC Committee maintains its overweight equities recommendation relative to bonds for August based on the belief that near-term recession fears may be overdone.
Global Portfolio Strategy | July 7, 2022
The Strategic and Tactical Asset Allocation Committee (STAAC) changed its recommended asset allocation for July, shifting from core bonds to small cap equities.
Client Letter
Client Letter | The Best and Worst of Times | September 7, 2022
When it comes to stock market performance, August was “the best of times, and the worst of times.
Client Letter | Big Week for Market Watchers | August 3, 2022
LPL Research discusses why last week was epic for market-watchers, as wells as what could be in store for August.
Blog
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.