PORTFOLIO COMPASS
Tactical Asset Allocation Guide | August 2026
Breakout to New Highs Increases Conviction in U.S. Equities Overweight 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...
Weekly Market Commentary | Why Carry Is the Strategy in Municipal Bonds Right Now | August 10, 2026
LPL Research outlines how a Fed on hold, strong reinvestment demand, and elevated yields create compelling opportunities in municipal bonds.
Client Letter | August 5, 2026
The second half of 2026 began with investors facing no shortage of uncertainty, from the Iran conflict and
higher oil prices to ongoing questions surrounding potential payoffs from massive artificial intelligence (AI)
investment.
Weekly Market Commentary | Constructive on Stocks in H2 as AI Debate Continues | August 03, 2026
LPL Research highlights strong corporate earnings, AI-driven growth, and a favorable equity outlook while monitoring inflation, oil prices, and risks.
Weekly Market Commentary | Can Hyperscalers’ AI Ambitions Add Up? | July 27, 2026
LPL Research explores whether hyperscalers can generate attractive returns on massive AI investments through a framework focused on ROIC, growth, and capex.