Tactical Update: Rising Conviction on Earnings Growth George Smith | Portfolio Strategist Last Updated: May 14, 2026 Rising Conviction on Earnings Growth In last month’s update, we highlighted a shift from preparation to action as market conditions began to support...
Beyond Returns: Three Powerful Factors in Active Fund Evaluation Derek Beiter | Senior Investment Analyst Last Updated: May 13, 2026 A common approach by investors is to invest in funds that have historically outperformed their benchmark index, hoping that a fund’s...
Using the Late 90s as a Comp, the AI Boom Still Has Legs Jeff Buchbinder | Chief Equity Strategist Last Updated: May 12, 2026 Many have drawn the comparison between the current AI buildout with the dotcom period in the late 1990s, when the infrastructure for the...
PRINTER FRIENDLY VERSION A New Fed Regime: Warsh, Policy Direction, and Treasury Market Consequences LPL Research explores how a potential Warsh-led Fed could reshape policy, Treasury markets, and volatility amid rising deficits and shifting demand. The Post-Powell...
LPL Research Last Updated: May 08, 2026 LPL Research provides its Weekly Market Performance for the week of May 4, 2026. U.S. equities advanced despite ongoing geopolitical volatility, as investors increasingly focused on strong corporate earnings, resilient economic...
