MARKET INSIGHT QUARTERLY
Client Letter | February 05, 2025
Dear Valued Investor, The new month brings two major market-moving stories to digest. First is the advances in artificial intelligence (AI) by Chinese startup DeepSeek. It has caused some investors to question America’s lead in the AI race and American Exceptionalism...
Client Letter | January 08, 2025
Dear Valued Investor, Stocks had another very strong year in 2024. In fact, 2024 marked the first time the S&P 500 has enjoyed a +20% gain in back-to-back years since 1997 98. Last year didn’t start out so optimistically though. The list of worries among...
Global Portfolio Strategy | January 2025
Ingredients in Place for Another Good Year for Stocks in 2025 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...
Global Portfolio Strategy | December 2024
Stocks Enjoy Holiday Cheer 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...
Client Letter | December 04, 2024
Dear Valued Investor, Solid gains for stocks gave investors a November to remember. In fact, the S&P 500’s more than 5% advance marked its best month of 2024. Several factors played into the stock market’s continued move higher. The U.S. economy continued its...