The STAAC has slightly reduced its overweight equities allocation but maintains its preference for stocks over bonds.
Global Portfolio Strategy
Global Portfolio Strategy | December 7, 2022
The Strategic and Tactical Asset Allocation Committee has upgraded its view of financials from negative to neutral, while the precious metals view goes from negative to positive.
Global Portfolio Strategy | November 8, 2022
The Strategic and Tactical Asset Allocation Committee maintains its overweight equities recommendation relative to bonds.
Global Portfolio Strategy | October 5, 2022
The Strategic and Tactical Asset Allocation Committee revised S&P 500 year-end fair value target of 4,000-4,100.
Global Portfolio Strategy | September 7, 2022
The Strategic and Tactical Asset Allocation Committee downgraded its view of emerging market equities from neutral to negative.
Global Portfolio Strategy | August 3, 2022
The STAAC Committee maintains its overweight equities recommendation relative to bonds for August based on the belief that near-term recession fears may be overdone.
Global Portfolio Strategy | July 7, 2022
The Strategic and Tactical Asset Allocation Committee (STAAC) changed its recommended asset allocation for July, shifting from core bonds to small cap equities.
Global Portfolio Strategy | June 2, 2022
The Strategic and Tactical Asset Allocation Committee (STAAC) made only minor asset allocation changes for June, including shifting from communication services to energy, which translated into a modest value tilt.
Global Portfolio Strategy | May 4, 2022
The Strategic and Tactical Asset Allocation Committee (STAAC) continues to recommend a slight overweight to equities versus bonds.
Global Portfolio Strategy | April 7, 2022
LPL Research continues to recommend a slight overweight to equities versus bonds as still-solid fundamentals outweigh pressure on valuations.