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MARKET INSIGHT QUARTERLY

LPL Research’s 2026 Strategic Asset Allocation

LPL Research’s 2026 Strategic Asset Allocation

LPL Research’s Strategic Asset Allocation (SAA) sits at the center of our portfolio construction process because it defines how we expect diversified portfolios to generate more stable long‑term outcomes across shifting market environments.

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2026 Outlook: The Policy Engine

In 2026, we observed a market environment where fiscal and monetary policy decisions, rather than traditional business fundamentals, were the primary drivers of market direction…

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Client Letter | May 07, 2025

The latest recovery is another reminder that periods of turmoil can often create opportunities. Although stocks may pull back after their strong rally since the April 8 lows — especially if trade deals and tariff reductions don’t materialize soon — the lesson is...

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Global Portfolio Strategy | May 2025

Adding Global Diversification on Growing Trade Optimism 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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