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 | 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
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