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MARKET INSIGHT QUARTERLY

Global Portfolio Strategy | June 2025

Staying the Course as S&P 500 Threatens New Highs 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 | 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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Client Letter | March 4, 2026

Dear Valued Investor, Joint airstrikes against Iran targeting high-value military installations to hinder Iran’s nuclear development efforts and degrade its military capabilities while removing the Iranian regime from power are ongoing. The death of Iran’s Supreme...

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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...

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