PORTFOLIO COMPASS
Weekly Market Commentary | Lessons from Past Conflicts and the Stock Market | April 06, 2026
LPL Research looks to the past for lessons on geopolitical uncertainty and its potential impact on equities.
Client Letter | April 1, 2026
Dear Valued Investor, As the Iran conflict enters its second month, geopolitical stress continues to test investors. Historical stock market performance during geopolitical conflicts helps remind us that stocks are far more resilient than the moment may suggest. As we...
2026 Outlook: The Policy Engine
Outlook 2026: The Policy Engine By LPL Financial Research In 2025, we observed a market environment where fiscal and monetary policy decisions, rather than traditional business fundamentals, were the primary drivers of market direction. This shift means that policy...