2026 Outlook: The Policy Engine
Outlook 2026: The Policy Engine By LPL Financial Research In 2025, 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...
- Equity Strategy Insights | Words to Invest By: Earnings Drive Stock Prices | December 12, 2025
LPL Research explores how earnings trends impact stock performance, focusing on estimates and sector outlooks.
- Weekly Market Commentary | Policy Tailwinds and Artificial Intelligence to Power Stocks in 2026 | December 15, 2025
LPL Research examines why the bull market appears ready to continue its run in 2026, powered by AI enthusiasm and further easing of monetary policy from the Fed.
- Outlook 2026 Client Letter | December 9, 2025
LPL Research provides a few key takeaways from their Outlook report, which is now available.
- Weekly Market Performance — December 12, 2025
LPL's Weekly Market Performance for the week of December 8, 2025, highlights the December Federal Reserve policy decision and recent corporate headlines.
- Is the 60/40 Portfolio Still Relevant? Exploring Alternatives
LPL Research revisits the classic 60/40 portfolio, analyzing its performance, diversification benefits, and alternatives like 40/30/30 for today’s markets.
- Checking In On Value
LPL Research analyzes recent performance of the value space across various methodologies and outlines nuances in value index construction.
Ask a Question. Offer a Suggestion.
Sign Up For Our Mailing List