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Global Portfolio Strategy | August 2023

Stocks rose nicely in July, as the S&P 500 Index returned 3.2% for the month, bringing its year-to-date gain to a stellar 20.7%. The fifth straight monthly gain for the index came amid expectations of a Federal Reserve (Fed) pause, resilient U.S. economic data,...

Client Letter | August 02, 2023

Dear Valued Investor, Making economic forecasts and stock market predictions can be humbling. It’s especially tough when you expect stocks to go higher and get a big drop instead. The environment today is the opposite, but still tricky, as recession hasn’t followed...

Global Portfolio Strategy | July 07, 2023

Stocks rose solidly in June, as the S&P 500 Index returned 6.6% for the month, bringing its first half gain to a stellar 16.9%. June gains came despite an increasingly hawkish Federal Reserve (Fed) and resulting rise in interest rates as market participants seemed...

Client Letter | July 05, 2023

Dear Valued Investor, As we finalize the log on the first six months of 2023, we believe there’s value in reflecting on recent months gone by. Doing so can help crystallize key learnings and help chart a course through the rest of the year. Looking back on the first...

Midyear Outlook 2023 | The Path Towards Stability | July 12, 2023

At LPL Research, our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a welcomed change. It’s a theme we could all embrace six...