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Risk-On Appetite Strong in 2026: Fund Flows Recap

With February behind us, we conducted a deeper dive into exchange-traded fund (ETF) flows over the month and year-to-date (YTD) periods. Flows measure the net movement of cash into and out of investment vehicles, such as mutual funds and exchange-traded funds (ETF).

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How LPL Research Thinks About Dividends

Dividend strategies, a.k.a. equity income strategies, have outperformed to start the year, owing to the value-led cyclical rotation we are seeing in domestic equity markets. Looking beyond current performance, this week, we ask and answer the question “How should I think about dividend stocks or building an equity income portfolio?

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Weekly Market Performance — February 27, 2026

LPL Research provides its Weekly Market Performance for the week of February 23, 2026. U.S. stocks fell for the week as concerns about AI’s disruptive impact drove a broader risk‑off shift. Technology and banks weakened, while defensive sectors held up better.

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LPL Research’s 2026 Strategic Asset Allocation

LPL Research’s Strategic Asset Allocation (SAA) sits at the center of our portfolio construction process because it defines how we expect diversified portfolios to generate more stable long‑term outcomes across shifting market environments.

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From Bubble Fears to Disruption Risk: The New AI Market Narrative

From Bubble Fears to Disruption Risk: The New AI Market Narrative Last Edited by: LPL Research Last Updated: February 17, 2026 PRINTER FRIENDLY VERSION Wall Street narratives rarely stay still, and recent weeks have underscored how quickly sentiment can change as perceived new information challenges the status quo. Widely discussed anxiety over a potential artificial…

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Work with Certified Industry Professional

Jerrí Hewett Miller CFP®, RICP, BFA

 

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