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RESEARCH
Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.” Well change did come, and with it, volatility, perhaps in part because we assumed President Trump’s...
Weekly Market Commentary
- Global Portfolio Strategy | Patiently Awaiting a Pullback Before Considering Adding Risk | November 12, 2025
LPL Research’s November Global Portfolio Strategy: neutral equity stance, AI-driven tech […]
- Weekly Market Commentary | AI Infrastructure: A New Pillar of Economic Growth | November 10, 2025
LPL Research explores how AI-driven investments and intellectual property are reshaping U.S. […]
- Client Letter | Positive Momentum Builds as Year-End Approaches | November 5, 2025
LPL Research reviews strong earnings, Fed policy signals, and easing trade tensions shaping the […]
- Weekly Market Commentary | From Micro to Macro: A Busy Week of Market-Moving Data | November 3, 2025
LPL Research reports on Fed rate cut, U.S.–China trade truce, strong earnings, and AI spending […]
- Weekly Market Commentary | What Could Spook Markets | October 27, 2025
LPL Research provides commentary on which risks should be paid attention to as the markets move […]
- Beyond the Numbers | Value Investing Is Alive and Well | October 20, 2025
LPL explores evolving value investing strategies, macro risks, and overlooked market opportunities […]
Macro. Market. Movers.
- Why Market Pullbacks in 2025 Have Been Shallow and Short
LPL Research examines the depth and duration of market drawdowns amid the recent bull market run […]
- AI Adoption Rates Will Likely Rise From Here
LPL Research explains why several sectors could realize even higher adoption rates for artificial […]
- Ideas Are Everywhere — If You’re Paying Attention
LPL Research explores how personal experience and everyday observations can guide long-term […]
- Weekly Market Performance — November 7, 2025
LPL's Weekly Market Performance for the week of November 3, 2025, highlights AI-realted valuation […]
- AI Theme: Longer Rainbows Should Lead to Bigger Pots of Gold
LPL Research analyzes the balance between the AI theme’s potential and risks for investors.
- Signs of Life in M&A
LPL Research analyzes the changing trend in the M&A market and discusses the potential impact […]
RESEARCH
Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.” Well change did come, and with it, volatility, perhaps in part because we assumed President Trump’s...
Weekly Market Commentary
- Global Portfolio Strategy | Patiently Awaiting a Pullback Before Considering Adding Risk | November 12, 2025
LPL Research’s November Global Portfolio Strategy: neutral equity stance, AI-driven tech […]
- Weekly Market Commentary | AI Infrastructure: A New Pillar of Economic Growth | November 10, 2025
LPL Research explores how AI-driven investments and intellectual property are reshaping U.S. […]
- Client Letter | Positive Momentum Builds as Year-End Approaches | November 5, 2025
LPL Research reviews strong earnings, Fed policy signals, and easing trade tensions shaping the […]
- Weekly Market Commentary | From Micro to Macro: A Busy Week of Market-Moving Data | November 3, 2025
LPL Research reports on Fed rate cut, U.S.–China trade truce, strong earnings, and AI spending […]
- Weekly Market Commentary | What Could Spook Markets | October 27, 2025
LPL Research provides commentary on which risks should be paid attention to as the markets move […]
- Beyond the Numbers | Value Investing Is Alive and Well | October 20, 2025
LPL explores evolving value investing strategies, macro risks, and overlooked market opportunities […]
Macro. Market. Movers.
- Why Market Pullbacks in 2025 Have Been Shallow and Short
LPL Research examines the depth and duration of market drawdowns amid the recent bull market run […]
- AI Adoption Rates Will Likely Rise From Here
LPL Research explains why several sectors could realize even higher adoption rates for artificial […]
- Ideas Are Everywhere — If You’re Paying Attention
LPL Research explores how personal experience and everyday observations can guide long-term […]
- Weekly Market Performance — November 7, 2025
LPL's Weekly Market Performance for the week of November 3, 2025, highlights AI-realted valuation […]
- AI Theme: Longer Rainbows Should Lead to Bigger Pots of Gold
LPL Research analyzes the balance between the AI theme’s potential and risks for investors.
- Signs of Life in M&A
LPL Research analyzes the changing trend in the M&A market and discusses the potential impact […]
CONTACT US
Have a question? Need a little advice on a financial problem that you are facing? We are here to help.