LPL 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...
- Equity Strategy Insights | AI Disruption Survival Kit as Fears Ripple Through Equity Markets | March 2, 2026
LPL Research outlines how AI disruption is shaping equity markets and highlights sectors like semis, healthcare, energy, and EM that may help mitigate AI related risks.
- Weekly Market Commentary | How LPL Research Thinks About Dividends | March 2, 2026
Looking beyond recent dividend strategies' performance, LPL Research asks and answers the question “How should I think about dividend stocks or building an equity income portfolio?”
- Global Portfolio Strategy | Resilience and Rotations Shape the Start of 2026 | February 12, 2026
LPL Research highlights sharp sector rotations, shifting leadership trends, and key market drivers shaping allocations.
- Rate and Credit View | When AI Disruption Meets Leveraged Balance Sheets: Credit Market Risks in the Software Sector | February 2026
LPL Research analyzes how AI disruption is reshaping leveraged software credit markets, widening risks in loans and private credit while challenging bond investors.
- Weekly Market Commentary | LPL Research’s 2026 Strategic Asset Allocation | February 23, 2026
Explore LPL Research’s 2026 SAA update, featuring equity shifts, bond strategy, and purposeful diversification to support steady long‑term portfolio outcomes.
Recent Posts
The Productivity Advantage: Powering Economic Growth in 2026 | Weekly Market Commentary | January 26, 2026
Unearthing the Metals Melt-Up | Weekly Market Commentary | January 20, 2026
Earnings Preview: Double-Digit Streak Likely to Continue | Weekly Market Commentary | January 12, 2026
Evaluating Our 2025 Forecasts: Equity, Fixed Income, and the U.S. Economy | Weekly Market Commentary | January 5, 2026
Navigating Neutral: Fed Policy Key for Fixed Income Markets in 2026 | Weekly Market Commentary | December 22, 2025
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Work with Certified Industry Professional
Jerrí Hewett Miller CFP®, RICP, BFA
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