Outlook
Outlook 2025: Pragmatic Optimism
Outlook 2025: Pragmatic Optimism By LPL Financial Research Looking back, 2024 clearly echoed many of the themes from 2023. By and large, the economy continued to defy expectations and surprised once again. Stocks continued their strong performance, driven by powerful...
Research
What Risks Could Test the Upbeat Market Narrative?
LPL Research discusses risks to the consensus — from inflation, AI spending shifts, and rates — that could challenge the strong earnings market narrative.
Why Portfolio Manager Mistakes Seem Smart at First
LPL Research reveals why portfolio manager mistakes often seem smart in real time, and how subtle shifts in process, incentives, and risk can lead to avoidable underperformance.
Energy Shock: Inflation Risks vs. Economic Growth
LPL Research examines rising inflation risks amid geopolitical tensions, while resilient growth and strong investment support continued expansion.
Weekly Market Performance | May 15, 2026
LPL’s Weekly Market Performance for the week of May 11, 2026, highlights record market highs despite higher oil prices, rising Treasury yields, and elevated inflation.
Rising Conviction on Earnings Growth
LPL Research provides an update on their tactical positioning and how strong earnings have influenced it.
Analyzing Three Powerful Factors in Active Fund Evaluation
LPL Research discusses three factors other than past performance that can be used to assess actively managed funds and explains why they may be useful.