MARKET INSIGHT QUARTERLY
Tactical Asset Allocation Guide | June 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 investment thinking and guidance…
Client Letter | June 03, 2026
Equity markets have continued their advance in recent weeks, with the S&P 500 near a record high following a rare nine-week winning streak on strong AI-driven earnings and prospects for an Iran agreement…
Weekly Market Commentary | Why Stock Market Valuations Are Fair in Context | June 1, 2026
LPL Research analyzes stock valuations, finding them fair given growth, rates, inflation, and AI-driven earnings outlook despite risks.
Weekly Market Commentary | Seeds of Opportunity: The Case for Agriculture Investments | May 26, 2026
Printer Friendly Version Commodity market trends: Commodity markets have been on an impressive, and volatile, run so far this decade, with leadership oscillating between energy and precious metals. Not surprising, after commodities’ “Lost Decade” of the 2010s, given the asset class tends to move in long capital cycles. Shift to Agriculture: LPL Research has written…
Energy Shock: Inflation Risks vs. Economic Growth
LPL Research examines rising inflation risks amid geopolitical tensions, while resilient growth and strong investment support continued expansion.