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Global Portfolio Strategy | January 2026

Policy Influences Will Be Key for Markets in 2026 The LPL Strategic & Tactical Asset Allocation Committee (STAAC) determines the firm’s investment outlook and asset allocation that helps define LPL Research’s investment models and overall strategic and tactical...

Client Letter | January 7, 2026

Stocks had another strong year in 2025 as most market benchmarks enjoyed their third straight year of double-digit returns. Last year’s performance was particularly rewarding given how much stocks overcame — notably tariffs. Tariffs weren’t the only obstacle, as...

Client Letter | June 04, 2025

Dear Valued Investor, As June begins, markets continue to navigate a complex landscape shaped by trade policy shifts, an uncertain economic and earnings outlook, and bond market headwinds. Several key developments in recent weeks may have implications for markets:...

Global Portfolio Strategy | June 2025

Staying the Course as S&P 500 Threatens New Highs The LPL Strategic & Tactical Asset Allocation Committee (STAAC) determines the firm’s investment outlook and asset allocation that helps define LPL Research’s investment models and overall strategic and...

LPL Research’s 2026 Strategic Asset Allocation

Last Edited by: LPL Research Last Updated: February 23, 2026 PRINTER FRIENDLY VERSION 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...