Market Commentary

LPL explores whether bonds remain effective portfolio diversifiers amid shifting stock-bond correlations and evolving Fed policy.

In a year that could easily be defined by a few different words — including but not limited to tariffs, technology, or more broadly, uncertainty — capital markets have plugged along splendidly. LPL Research examines their early keys to 2026.

LPL Research’s November Global Portfolio Strategy: neutral equity stance, AI-driven tech strength, cautious fixed income outlook, and sector updates.

LPL Research explores how AI-driven investments and intellectual property are reshaping U.S. economic growth, capital flows, and market dynamics.

LPL Research reviews strong earnings, Fed policy signals, and easing trade tensions shaping the market outlook into year-end.