Outlook
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…
Research
Technology Performs Surprisingly Well in the Face of Current Uncertainty
LPL Research analyzes sector performance during the Iran conflict and highlights the surprising leader, technology.
A Deeper Look at Private Credit
LPL Research summarizes the asset-based lending space within private credit.
Weekly Market Commentary | Economic Resilience Amid Market Volatility Shocks | April 13, 2026
LPL Research reviews inflation, growth, and global financial conditions, showing why the economy continues to withstand multiple shocks.
Weekly Market Performance | April 10, 2026
LPL’s Weekly Market Performance for the week of April 6, 2026, highlights geopolitical developments, commodity market moves, and economic calendar highlights.
Private Credit Enters a Reset Phase
LPL Research discusses credit cycles, what private credit markets are facing today, and how investors may think about the asset class.
Opportunities Ahead through the Volatility
LPL Research highlights how market volatility has improved valuations and why resilient earnings and fundamentals are creating long‑term investment opportunities.