How Large Cap Managers Are Preparing for What’s Next Scott Froidl | Co-Head of Manager Research Last Updated: September 16, 2026 From the end of July through the middle of August, I set out on something closer to an expedition than a series of interviews. Across...
Margins Matter, This Has Driven Them Higher Thomas Shipp | Head of Equity Research Last Updated: September 15, 2026 Additional content provided by Tucker Beale, Senior Equity Research Analyst. In this month’s edition of Beyond the Numbers, available later this week,...
September 11, 2026 | LPL Research LPL Research provides its Weekly Market Performance for the week of September 7, 2026. U.S. and international stocks struggled during the holiday-shortened week as rising oil prices and higher bond yields weighed on sentiment amid...
When a Strong Track Record Becomes a Dangerous Risk Factor Carter France | Co-Head of Manager Research Last Updated: September 10, 2026 I connected two points in my first two articles of the series. First, most portfolio manager mistakes tend to look intelligent at...
How Stocks Performed Historically After Initial Fed Rate Hikes? Jeff Buchbinder | Chief Equity Strategist Last Updated: September 09, 2026 With so much attention focused on what the Federal Reserve (Fed) might do at its policy meeting next week, it’s a good time to...
What Makes an Attractive Stock Selection Environment? Michael McClain | Alternative Investment Research Analyst and Due Diligence Last Updated: September 08, 2026 What is the Right Backdrop for Long/Short Equity and Equity Market Neutral? While exposure to alternative...