PORTFOLIO COMPASS
Client Letter | July 03, 2025
Dear Valued Investor, As Americans get their grills and beach chairs ready for the July 4th holiday, the stock market and the weather across much of the country have both been on heaters. Stocks and bonds continue to effectively navigate a complex policy landscape...
Energy Stocks Vary Across Market Cycles
LPL Research explores the energy sector, and the different sub-sectors and business models within, before and after the start of the Iran War.
Global Portfolio Strategy | July 2025
S&P 500 Starts the Second Half at an All-TimeHigh 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 | 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 | 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...