LPL Research Blog

LPL Research highlights sharp sector rotations, shifting leadership trends, and key market drivers shaping allocations.

LPL Research analyzes how AI disruption is reshaping leveraged software credit markets, widening risks in loans and private credit while challenging bond investors.

Explore LPL Research’s 2026 SAA update, featuring equity shifts, bond strategy, and purposeful diversification to support steady long‑term portfolio outcomes.

LPL Research is provides their updated Capital Market Assumptions (CMA) and Strategic Asset Allocation (SAA).

LPL Research analyzes recent market activity, AI anxieties, and possible directions the new technology could be heading in.

In this edition of the Economic Navigator, we will give you a look behind the curtain to show the data underpinning our views expressed in our 2026 Outlook: The Policy Engine as we adapt to changing conditions by integrating macroeconomic factors.

LPL Research highlights five reasons emerging markets look attractive in 2026, from dollar weakness to accelerating earnings and AI-driven growth.

LPL Research examines how Fed Chair news, productivity gains, and strong earnings support market stability as investors face volatility.

LPL Research examines how the Fed is entering 2026 amid constrained conditions and as growth and inflation meet an unsustainable fiscal trajectory.

LPL Research examines how rising productivity, AI adoption, and structural shifts toward services are supporting U.S. economic growth in 2026.