LPL Research
Preferred Securities: Still Our Preferred Non-Core Bond Sector | Weekly Market Commentary | May 13, 2024
LPL Research explores the preferred securities market and how they may be an attractive option for income-oriented investors.
Sell in May? Maybe Not | Weekly Market Commentary | May 6, 2024
LPL Research explores the “Sell in May and Go Away” maxim and how stocks perform during prolonged Fed pause periods.
Global Portfolio Strategy | April Setback as Rates Rise | May 6, 2024
LPL Research still favors U.S. equities even after April outperformance by international and emerging markets.
Client Letter | Navigating May’s Stock Market Outlook | May 1, 2024
LPL Research highlights why the S&P 500 fell about 4 percent in April despite a strong first quarter and solid corporate earnings.
That Was Quite a Week | Weekly Market Commentary | April 29, 2024
LPL explores what first quarter GDP, the Fed’s preferred inflation measure, and a barrage of earnings news mean for the Fed and markets going forward.
The Ever-Changing Market Narrative | Weekly Market Commentary | April 22, 2024
LPL Research examines the return of market volatility as the narrative has shifted toward a higher for longer monetary policy backdrop.
Revisiting Energy | Weekly Market Commentary | April 15, 2024
LPL explores the energy space, highlighting oil’s geopolitical risk amid an improving supply/demand backdrop, and how rate cuts could benefit the space.
Global Portfolio Strategy | Upgrading Small Caps on Developing Rotation | April 5, 2024
LPL Research upgrades small caps to neutral and trims overweight to large cap growth.
What to Watch This Earnings Season | Weekly Market Commentary | April 8, 2024
LPL previews first quarter earnings season, which will be driven by an improving economic environment and significant impact from the technology sector.