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 investment thinking and guidance. The committee is...
Global Portfolio Strategy
Global Portfolio Strategy | August 07, 2024
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 investment thinking and gui…
Global Portfolio Strategy | June 08, 2024
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 investment thinking and guidance. The committee is...
Global Portfolio Strategy | May 07, 2024
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 investment thinking and guidance. The committee is...
Global Portfolio Strategy | April 05, 2024
UPGRADING SMALL CAPS ON DEVELOPING ROTATION The LPL Strategic & Tactical Asset Allocation Committee (STAAC) determines the firm’s investment outlook and asset allocation that helps define LPL Research’s investment modelsand overall strategic and tactical...
Global Portfolio Strategy | March 06, 2024
Stocks enjoyed another month of gains in February, a positive signal for potential gains over the rest of the year.
Global Portfolio Strategy | February 07, 2024
Stocks started 2024 off on a positive note with gains in January and early February, a positive signal for potential gains over the rest of the year. Returns were driven by increasing investor confidence in a soft landing,…
Global Portfolio Strategy | January 2024
Stocks capped off a strong 2023 with solid gains in December amid increasing investor confidence in a soft landing, supported by falling inflation and a clear pivot by the Federal Reserve (Fed). The S&P 500 Index gained 4.4% for the month after a nearly 9% gain in November, to bring the index’s 2023 return to 26.3% including dividends.
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…
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...