LPL Research

LPL Research highlights tech leadership driven by AI capex, accelerating earnings growth, strong margins, and market valuations lagging fundamentals.

LPL Research assesses the case for an American Industrial Renaissance, focusing on manufacturing investment, supply chain resilience, and energy costs.

LPL Research examines the forces behind a potential American industrial renaissance, including supply chains, industrial policy, and energy competitiveness.

LPL Research examines the fixed income space as global bonds broaden yields and reduce U.S. concentration, offering diversified income and resilience via non‑U.S. developed and emerging markets.

LPL Research examines how inventory cycles and relative value shifts may be setting the stage for a new phase of commodity market opportunity.

LPL Research explains why adding global bonds may boost income and diversification, while noting currency and credit risks.

LPL Research reviews inflation, growth, and global financial conditions, showing why the economy continues to withstand multiple shocks.

LPL Research assesses Q1 conditions as geopolitics reshape markets, oil spikes, earnings hold, and risks persist amid uncertainty.

LPL Research analyzes a shifting outlook as markets contend with geopolitical risk from the U.S.–Iran conflict and higher energy prices. The committee remains neutral on equities and core bonds while favoring large‑cap growth, select sectors, and energy commodities, emphasizing diversification amid continued volatility.

LPL Research highlights key signals to watch amid geopolitical stress, focusing on inflation risks, growth resilience, and financial conditions.