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LPL Research
India at the Crossroads | Weekly Market Commentary | June 10, 2024
LPL explores how Indian Prime Minister Modi’s recent election victory may impact the country’s economy and its status as a global investment destination.
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Global Portfolio Strategy | Summer Sector Shifts | June 7, 2024
LPL Research makes some mid-year sector allocation changes and upgrades industrials and consumer staples, while downgrading consumer discretionary and healthcare.
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Client Letter | Stocks Benefit From Solid Fundamental Foundation | June 5, 2024
LPL Research explores how economic growth, corporate profits, and political events are shaping the stock market this summer.
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Adjusting the Sector Sails | Weekly Market Commentary | June 3, 2024
LPL explores takeaways from an unseasonably strong May, the technical and seasonal setup for stocks into June, and highlights recent sector changes.
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Earnings are Doing Their Part: Exploring Q1 Earnings | Weekly Market Commentary | May 28, 2024
LPL Research explores explores Q1 earnings season with S&P 500 earnings per share up nearly 7% despite a big loss from Bristol Myers Squibb.
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How’s It Going? Depends on Who You Ask | Weekly Market Commentary | May 20, 2024
LPL Research explores the real estate market and an economy that is less sensitive to interest rate policy in a post-pandemic economy.
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Preferred Securities: Still Our Preferred Non-Core Bond Sector | Weekly Market Commentary | May 13, 2024
LPL Research explores the preferred securities market and how they may be an attractive option for income-oriented investors.
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Global Portfolio Strategy | April Setback as Rates Rise | May 6, 2024
LPL Research still favors U.S. equities even after April outperformance by international and emerging markets.
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Sell in May? Maybe Not | Weekly Market Commentary | May 6, 2024
LPL Research explores the “Sell in May and Go Away” maxim and how stocks perform during prolonged Fed pause periods.
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Client Letter | Navigating May’s Stock Market Outlook | May 1, 2024
LPL Research highlights why the S&P 500 fell about 4 percent in April despite a strong first quarter and solid corporate earnings.
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