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RESEARCH
2026 Outlook: The Policy Engine
Feb 19, 2026
Outlook 2026: The Policy Engine By LPL Financial Research In 2025, we observed a market environment where fiscal and monetary policy decisions, rather than traditional business fundamentals, were the primary drivers of market direction. This shift means that policy...
Navigating Market Volatility During the Iran Crisis
Mar 9, 2026
In our2026 Outlook: The Policy Engine, we listed several risks to stocks that could prevent the S&P 500 from achieving our forecast for high-single-digit returns in 2026 (to a fair value target range of 7,300–7,400).
How LPL Research Thinks About Dividends
Mar 3, 2026
Dividend strategies, a.k.a. equity income strategies, have outperformed to start the year, owing to the value-led cyclical rotation we are seeing in domestic equity markets. Looking beyond current performance, this week, we ask and answer the question “How should I think about dividend stocks or building an equity income portfolio?
Weekly Market Performance — March 6, 2026
Mar 6, 2026
LPL Research provides its Weekly Market Performance for the week of March 2, 2026. Capital markets faced a challenging start to March as geopolitical tensions between the U.S. and Iran, rising oil prices, and renewed inflation concerns pressured global equities and bonds…
Managed Futures: Current Positioning and Geopolitical Risks
Mar 5, 2026
Managed futures strategies, also known as Commodity Trading Advisors (CTAs) or trend-followers, are designed for environments where macro shifts drive persistent price trends across equity, bond, commodity, and currency markets…



