Research
Outlook 2024: A Turning Point
In 2024, we believe markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas.
Outlook 2024: A Turning Point
In 2024, we believe markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas.
Weekly Market Commentary
- Rate and Credit View | Can Bonds Still Be a Portfolio Diversifier? | November 2025
LPL explores whether bonds remain effective portfolio diversifiers amid shifting stock-bond […]
- Weekly Market Commentary | Early Keys to 2026 | November 17, 2025
In a year that could easily be defined by a few different words — including but not limited to […]
- Global Portfolio Strategy | Patiently Awaiting a Pullback Before Considering Adding Risk | November 12, 2025
LPL Research’s November Global Portfolio Strategy: neutral equity stance, AI-driven tech […]
- Weekly Market Commentary | AI Infrastructure: A New Pillar of Economic Growth | November 10, 2025
LPL Research explores how AI-driven investments and intellectual property are reshaping U.S. […]
- Client Letter | Positive Momentum Builds as Year-End Approaches | November 5, 2025
LPL Research reviews strong earnings, Fed policy signals, and easing trade tensions shaping the […]
- Weekly Market Commentary | From Micro to Macro: A Busy Week of Market-Moving Data | November 3, 2025
LPL Research reports on Fed rate cut, U.S.–China trade truce, strong earnings, and AI spending […]
Market Signal Podcast
Macro. Market. Movers.
- Weekly Market Performance — November 21, 2025
LPL's Weekly Market Performance for the week of November 17, 2025, highlights a volatilie week for […]
- 13F Insights: AI, Energy, and the Quiet Rotation Beneath the Surface
LPL Research examines the latest 13F filings for key trends shaping institutional portfolios, […]
- A Rare Shift: Can Emerging Market Outperformance Last?
LPL Research examines the rare outperformance of emerging market equities in 2025 and discusses if […]
- Catastrophe Bonds: Diversification, Risks, and Opportunities
LPL Research explores how catastrophe bonds offer diversification and yield, while carrying unique […]
- Weekly Market Performance — November 14, 2025
LPL's Weekly Market Performance for the week of November 10, 2025, highlights a rise in volatility […]
- Why Market Pullbacks in 2025 Have Been Shallow and Short
LPL Research examines the depth and duration of market drawdowns amid the recent bull market run […]