Here are some of our lessons learned from 2022. As you might imagine, inflation and the Federal Reserve are common themes throughout.
Research
Global Portfolio Strategy | December 7, 2022
The Strategic and Tactical Asset Allocation Committee has upgraded its view of financials from negative to neutral, while the precious metals view goes from negative to positive.
Client Letter | Outlook 2023: Finding Balance | December 6, 2022
LPL Research’s Outlook 2023: Finding Balance provides perspective on what’s been happening and what may lay ahead in the market, economy, and more.
Resilient Consumers Have Not Saved Retail Stocks | Weekly Market Commentary | December 5, 2022
LPL Research shares insights on publicly traded retailers and analyze their underperformance year to date.
Playbook for a Fed Pivot | Weekly Market Commentary | November 21, 2022
LPL Research explores historical equity and fixed income market performance surrounding a Fed pivot.