UMAs for Flexibility and Customization John Lohse | Portfolio Strategist, Model Portfolio Management Last Updated: June 25, 2026 As client portfolios have grown in complexity —incorporating a mix of active and passive strategies, multiple managers, and a heightened...
The Tension Between Market Optimism and Policy Reality LPL Research Last Updated: June 24, 2026. Today’s blog is written by Chris Fasciano, chief market strategist at Commonwealth. He represents Commonwealth in various media appearances, advisor speaking events,...
Summer Seasonal Technicals in Municipal Bonds: A Reliable Tailwind? Lawrence Gillum | Chief Fixed Income Strategist Last Updated: June 23, 2026 Municipal bonds often see a seasonal lift during the summer months. This pattern, known as summer technicals, stems from a...
Low Chinese Demand for Foreign Oil Keeping Prices Low Dr. Jeffrey Roach | Chief Economist Will Oil Prices Return to Pre-War Levels? It Depends on China’s Economic Growth One of the key questions for investment professionals is whether oil prices will return to pre-war...
Manager Pairings to Counter Periodic Underperformance June 16, 2026 | Derek Beiter “In this world, nothing can be said to be certain, except death and taxes” – Benjamin Franklin … “and your investment manager hitting a patch of underperformance” – LPL Research (only...
World Cup-onomics 2026: A More Diversified Economic Event George Smith | Portfolio Strategist Last Updated: June 11, 2026 The 2026 FIFA Soccer World Cup kicks off today, and it will look very different from prior tournaments, not just on the field, but economically....
