LPL Research Blog

LPL Research examines how inventory cycles and relative value shifts may be setting the stage for a new phase of commodity market opportunity.

LPL Research explains why adding global bonds may boost income and diversification, while noting currency and credit risks.

LPL Research reviews inflation, growth, and global financial conditions, showing why the economy continues to withstand multiple shocks.

LPL Research assesses Q1 conditions as geopolitics reshape markets, oil spikes, earnings hold, and risks persist amid uncertainty.

LPL Research analyzes a shifting outlook as markets contend with geopolitical risk from the U.S.–Iran conflict and higher energy prices. The committee remains neutral on equities and core bonds while favoring large‑cap growth, select sectors, and energy commodities, emphasizing diversification amid continued volatility.

LPL Research highlights key signals to watch amid geopolitical stress, focusing on inflation risks, growth resilience, and financial conditions.

LPL Research looks to the past for lessons on geopolitical uncertainty and its potential impact on equities.

LPL Research analyzes recent market volatility, oil price shocks, and earnings trends, explaining why patience may be rewarded despite near term uncertainty.

LPL Research explains why solid earnings, AI investment, and economic resilience underpin stocks, even as oil prices and volatility pressure markets.

LPL Research examines the Iran conflict and its potential market impact, acknowledging the risks posed by geopolitical tensions and energy market disruptions. Even so, the firm sees a constructive economic backdrop, with evolving conditions creating opportunities across select areas of the market amid resilient underlying fundamentals.