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 | Oct 6, 2025 | Market Update
We believe corporate America will follow up an outstanding second quarter earnings season with another good one in the third quarter. Support from a resilient economy, tariff mitigation measures, artificial intelligence (AI) investment, and currency should offset...
by News Room | Sep 16, 2025 | Market Update
Global bond markets have sold off recently due to uncertainty surrounding key political changes most notably in France and Japan. Japan’s Prime Minister, Shigeru Ishiba, resigned last week, which adds a potential shift in fiscal policy to concerns about slowing...
by News Room | Aug 11, 2025 | Market Update
We’re all ready to put the tariff talk to bed. But don’t worry. While this commentary provides an update on the tariff situation, there’s more happening on the policy front than just tariffs. Whatever policy we highlight, it’s clear that the stock market is sailing...
