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GLOBAL PORTFOLIO STRATEGY

Tactical Asset Allocation Guide | April 2026

Outlook Brightens as Iran Off Ramp Emerges 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...

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Global Portfolio Strategy | February 2026

Resilience and Rotations Shape the Start of 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...

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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...

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Global Portfolio Strategy | December 2025

November Pullback Could Set the Stage for Year-End Rally 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...

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Global Portfolio Strategy | November 2025

Patiently Awaiting a Pullback Before Considering Adding Risk 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...

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