MARKET INSIGHT QUARTERLY
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...
Client Letter | December 03, 2025
Dear Valued Investor, Stock investors were rewarded for staying the course in November as broad stock market averages recovered from a mid-month dip to end near record highs. The comeback extended the S&P 500 Index’s streak of monthly gains to seven – something to...
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...
Client Letter | November 05, 2025
Dear Valued Investor, The last week of October delivered a flurry of impactful headlines across earnings, monetary policy, and geopolitics — each shaping the investment landscape as we head into year-end. Here are some key takeaways: Corporate America continues to...
Client Letter | January 7, 2026
Stocks had another strong year in 2025 as most market benchmarks enjoyed their third straight year of double-digit returns. Last year’s performance was particularly rewarding given how much stocks overcame — notably tariffs. Tariffs weren’t the only obstacle, as...