Research
Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.” Well change did come, and with it, volatility, perhaps in part because we assumed President Trump’s...
- Outlook 2026 Client Letter | December 9, 2025
LPL Research provides a few key takeaways from their Outlook report, which is now available.
- Outlook 2026 | The Policy Engine | December 9, 2025
LPL Research offers 2026 Outlook: The Policy Engine, providing a comprehensive recap of the economy and market to date, plus a forecast into 2026.
- Global Portfolio Strategy | November Pullback Could Set the Stage for Year-End Rally | December 8, 2025
LPL Research changes its view on alt strategies while noting November pullback could spark a year-end rally.
- Client Letter | Stocks Pass Another Test With November Rebound | December 3, 2025
LPL Research reviews November’s gains and highlights key 2026 drivers — Fed policy, AI, and strategies to manage volatility.
- Weekly Market Commentary | More Keys for Markets in 2026: LPL Market Outlook Sneak Peek | December 1, 2025
LPL Research previews Outlook 2026, highlighting key market drivers — AI, elections, alternatives, and global risks — to help investors navigate volatility.
Recent Posts
Corporate America Cleared a High Bar This Earnings Season | Weekly Market Commentary | November 24, 2025
A strong beat rate and another quarter of double-digit earnings growth proved corporate America’s resilience, bolstered by mega cap technology’s artificial intelligence (AI) investment. Here we recap third quarter earnings season, when more stayed the same than changed. Hat tip to profit margins.
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