by News Room | Mar 9, 2026 | Market Update
In our 2026 Outlook: The Policy Engine, we listed several risks to stocks that could prevent the S&P 500 from achieving our forecast for high-single-digit returns in 2026 (to a fair value target range of 7,300–7,400). One was narrow stock market leadership. Well,...
by News Room | Feb 24, 2026 | Market Update
LPL Research’s Strategic Asset Allocation (SAA) sits at the center of our portfolio construction process because it defines how we expect diversified portfolios to generate more stable long-term outcomes across shifting market environments. The SAA is the long-term...
by News Room | Feb 9, 2026 | Market Update
After a stellar 2025 in which emerging market (EM) equities returned 34%, 2026 is off to a good start with the MSCI EM Index up 7% year to date. Last year’s near doubling of the S&P 500 return was driven mostly by a weakening U.S. dollar, which propped up EM...
by News Room | Jan 20, 2026 | Market Update
The melt‑up in the metals market that defined 2025 has extended its strength into the early weeks of the new year, reinforcing the commodity sector’s position as one of the leading asset classes across global markets. To the surprise of most, gold outperformed the...
by News Room | Jan 5, 2026 | Market Update
With 2025 behind us, it’s a good time to celebrate some of our better forecasts from last year while also reviewing some misses we can learn from. In our view, we got more right than wrong last year, but there were some misses among our tactical asset allocation...
