MARKET INSIGHT QUARTERLY
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...
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...
Global Portfolio Strategy | March 2025
Mixed Market Messages 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 | March 12, 2025
Dear Valued Investor, Market volatility has arrived in force. The slowdown in the economy and more policy-driven volatility was the consensus expectation coming into 2025. What was not expected, however, was how much the Trump administration would lean into tariffs....
Global Portfolio Strategy | February 2025
As Goes January, So Goes the Year? 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...