LPL Research
2026 Outlook: The Policy Engine
In 2026, we observed a market environment where fiscal and monetary policy decisions, rather than traditional business fundamentals, were the primary drivers of market direction. This shift means that policy influence and market momentum have become significantly more impactful in shaping market trends, often overshadowing underlying economic performance…
Weekly Market Performance | July 31, 2026
LPL’s Weekly Market Performance for the week of July 27, 2026, highlights mixed hyperscaler earnings, the latest Fed rate decision, and geopolitical tensions.
Boutiques vs. Large Managers: Our Approach
LPL Research weighs in on the boutique versus larger manager debate within investment manager selection.
Oil Prices, Interest Rates, and Strong Earnings
LPL Research discusses how geopolitical tensions, rising rates, and strong earnings are shaping markets, underscoring the importance of diversification.
Red Flags Missing from Manager Performance Screens
LPL Research continues its manager research series, exploring red flags that never appear in performance screens and often emerge in manager interactions.
Weekly Market Commentary | Can Hyperscalers’ AI Ambitions Add Up? | July 27, 2026
LPL Research explores whether hyperscalers can generate attractive returns on massive AI investments through a framework focused on ROIC, growth, and capex.
Weekly Market Performance | July 24, 2026
LPL’s Weekly Market Performance for the week of July 20, 2026, highlights AI worries, high-profile earnings, and geopolitical tensions.
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Work with Certified Industry Professional
Jerrí Hewett Miller CFP®, RICP, BFA
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