LPL Research examines a third quarter earnings season that is winding down over the next couple of weeks and has once again met Wall Street’s high
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 correlations and evolving Fed policy. Read the Full Story
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 tariffs, technology, or more broadly, uncertainty —
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 strength, cautious fixed income outlook, and sector
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. economic growth, capital flows, and market
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 market outlook into year-end. Read the Full Story
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 scrutiny amid narrowing market breadth and volatility
Weekly Market Commentary | What Could Spook Markets | October 27, 2025
LPL Research provides commentary on which risks should be paid attention to as the markets move into the final months of the year. Read the Full
Beyond the Numbers | Value Investing Is Alive and Well | October 20, 2025
LPL explores evolving value investing strategies, macro risks, and overlooked market opportunities from the Latticework 2025 event. Read the Full
