PORTFOLIO COMPASS
Weekly Market Commentary | Introducing the IPO Class of 2026 | June 15, 2026
LPL Research explains the IPO process, reviews high profile candidates, and provides context on potential market impacts.
Weekly Market Commentary | Is Bad News Priced Into the Bond Market? | June 8, 2026
LPL Research analyzes bond markets as yields rise, exploring Fed policy expectations, inflation trends, and whether bad news is already priced into Treasuries.
Tactical Asset Allocation Guide | June 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 investment thinking and guidance…
Client Letter | June 03, 2026
Equity markets have continued their advance in recent weeks, with the S&P 500 near a record high following a rare nine-week winning streak on strong AI-driven earnings and prospects for an Iran agreement…
Weekly Market Commentary | Why Stock Market Valuations Are Fair in Context | June 1, 2026
LPL Research analyzes stock valuations, finding them fair given growth, rates, inflation, and AI-driven earnings outlook despite risks.