Recent News
Weekly Market Commentary
IPOs as a Market Tell: What a Recent Uptick Could Mean | Weekly Market Commentary | April 1, 2024
The IPO process awards the largest portion of new shares to the institutional market by a wide margin. Here we provide an update on recent IPO activity, performance, and discuss why IPO activity matters for markets.
Navigating the Strategic Investing Landscape | Weekly Market Commentary | March 25, 2024
Strategic investing mirrors the steady rise and fall of the tides, focusing on long-term goals and expectations more stable akin to the predictable rhythm of oceans. On the other hand, investing in tactical time horizons resembles the dynamic nature of changing tides, responding to short-term market conditions like unpredictable surges and waves in the sea. Here we compare and contrast these two distinct processes and recap our recent strategic asset allocation change.
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.
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