Weekly Market Performance | June 26, 2026

LPL Research Last Updated: June 26, 2026 LPL Research provides its Weekly Market Performance for the week of June 22, 2026. The last full week of the first half was marked by a push-and-pull between AI-driven optimism and concerns of stretched positioning, leaving...

A Modern Framework for Portfolio Construction

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...

Oil Falls, Fed Stays Put: What is Next for Markets

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 Muni Technicals: A Reliable Tailwind?

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...

China’s Lower Oil Imports Weigh on Prices

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...

The Logic of Investment Manager Pairings

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...