Research
2026 Outlook: The Policy Engine
In 2026, we observed a market environment where fiscal and monetary policy decisions, rather than traditional business fundamentals, were the primary drivers of market direction. This shift means that policy influence and market momentum have become significantly more impactful in shaping market trends, often overshadowing underlying economic performance…
LPL Research
What Midterms May Mean for Markets
LPL Research explores what midterm elections could mean for policy, markets, and sectors, plus historical stock performance around elections.
Investment Manager Risk Explained
LPL Research explains why investment manager risk goes beyond returns and how ongoing research can help identify risks building within portfolios.
Weekly Market Commentary | How AI Spending Is Reshaping Bond and Rates Markets | November 02, 2026
LPL Research explores how AI spending is becoming a key driver of interest rates, bond supply, credit markets, and the outlook for fixed income.
Weekly Market Performance | October 30, 2026
LPL’s Weekly Market Performance for the week of October 26, 2026, highlights disappointing hyperscaler earnings, bond market gains, and monthly performance.
60/40 Relevance in Today’s Market Environment
LPL Research explores the popular 60/40 portfolio and how it has fared in recent years.
Focus on Treasury Yields, Not Fed Headlines
LPL Research discusses that while markets focus on the Fed, history suggests Treasury yields and economic fundamentals matter more for long-term returns.
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