LPL Research continues to recommend a slight overweight to equities versus bonds as still-solid fundamentals outweigh pressure on valuations.

LPL Research continues to favor cyclical sectors in general for 2021 based on the early cycle stage of the economic expansion.

LPL Research expects solid economic and earnings growth to help U.S. stocks deliver solid gains in 2022.

LPL Research continues to favor stocks over bonds and expects cyclical value stocks to perform well.

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.