PORTFOLIO COMPASS
Global Portfolio Strategy | August 2025
Resilient Rally: AI, Earnings, and Trade Deals Drive July Highs 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...
Weekly Market Commentary | Earnings Season Outlook: Will Markets Care? | March 30, 2026
LPL Research explains why solid earnings, AI investment, and economic resilience underpin stocks, even as oil prices and volatility pressure markets.
Client Letter | September 03, 2025
Dear Valued Investor, As summer winds down, the financial world remains focused primarily on the Federal Reserve (Fed). At last month’s Jackson Hole Economic Symposium, Fed Chair Jerome Powell signaled the Fed seems ready to cut interest rates later this month amid a...
Global Portfolio Strategy | September 2025
September Fed Rate Cut Is Probably a Lock as Job Growth Slows 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...
Global Portfolio Strategy | December 2025
November Pullback Could Set the Stage for Year-End Rally 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...