Research

Policy Risks Loom But Clarity Ahead | Weekly Market Commentary | September 13, 2021
Don’t get caught up in the drama: Upcoming risks and strengths.

Global Portfolio Strategy | September 9, 2021
We see modest gains for stocks over the rest of the year, powered by a strong economic growth outlook and tremendous earnings momentum…

Client Letter | The Bull Market Continues | September 2, 2021
Dear Valued Investor, The bull market continues, with the S&P 500 Index now up seven months in a row. Stocks have impressively gained 20% year-to-date, with the S&P 500 making 53 new all-time highs before the end of August—another new record. All of this has happened...

Poking The Bear | Weekly Market Commentary | August 30, 2021
LPL Research explores five things that some bears believe that do not worry us.

Why Stagflation Isn’t in the Cards | Weekly Market Commentary | August 23, 2021
We remain skeptical that either runaway inflation or low growth are right around the corner, much less both at the same time.
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