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...
- Global Portfolio Strategy | Solid September, But Shutdown Clouds Start of October | October 7, 2025
Despite historical weakness in September, the S&P 500 was tracking above bullish targets, emerging markets showed renewed strength, and the Fed resumed rate cuts. Find out more from LPL Research in the October Global Portfolio Strategy.
- Weekly Market Commentary | Q3 Earnings Season Preview: Little Suspense | October 6, 2025
LPL Research provides a Q3 earnings preview highlighting strong AI-driven growth, resilient margins despite tariffs, and a positive outlook for corporate profits into 2026.
- Client Letter | Stock Market Fundamentals Outweigh Shutdown Drama | October 1, 2025
LPL addresses the U.S. government shutdown, its historical market impact, and the broader economic outlook. Despite near-term volatility, strong fundamentals, resilient earnings, and long-term growth drivers suggest continued market strength.
- Fiber Optics vs. Data Centers: Dotcom and AI Comparisons
LPL Research examines similarities of valuations, market concentration, and capex financing between the late 1990s and today.
- Navigating the Equity Income Landscape: Three Key Approaches
LPL Research examines three dividend investing strategies — high dividend yield, dividend growth, and shareholder yield.
- Weekly Market Performance — October 3, 2025
LPL's Weekly Market Performance for the week of October 3, 2025, highlights the government shutdown, key corporate headlines, and commodity market moves.
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