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
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.
Global Portfolio Strategy | March 7, 2022
LPL Research continues to favor cyclical sectors in general for 2021 based on the early cycle stage of the economic expansion.
Global Portfolio Strategy | January 3, 2022
LPL Research expects solid economic and earnings growth to help U.S. stocks deliver solid gains in 2022.
Global Portfolio Strategy | December 1, 2021
LPL Research continues to favor stocks over bonds and expects cyclical value stocks to perform well.
Global Portfolio Strategy | October 11, 2021
October gets a bad rap—but it has historically been the best one for stocks and we see further (but modest) gains for stocks over the rest of the year.
Global Portfolio Strategy | September 9, 2021
We see modest gains for stocks over the rest of the year, powered by a strong economic growth outlook and tremendous earnings momentum…