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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 policies would simply mirror those of his prior term. The impact of policy…
LPL Research
Investment Manager Risk Explained
LPL Research explains why investment manager risk goes beyond returns and how ongoing research can help identify risks building within portfolios.
Weekly Market Commentary | How AI Spending Is Reshaping Bond and Rates Markets | November 02, 2026
LPL Research explores how AI spending is becoming a key driver of interest rates, bond supply, credit markets, and the outlook for fixed income.
Weekly Market Performance | October 30, 2026
LPL’s Weekly Market Performance for the week of October 26, 2026, highlights disappointing hyperscaler earnings, bond market gains, and monthly performance.
60/40 Relevance in Today’s Market Environment
LPL Research explores the popular 60/40 portfolio and how it has fared in recent years.
Focus on Treasury Yields, Not Fed Headlines
LPL Research discusses that while markets focus on the Fed, history suggests Treasury yields and economic fundamentals matter more for long-term returns.
How Portfolio Hedges Help Manage Market Risk
LPL Research examines how different hedging strategies may help manage portfolio risk during short- and long-term periods of market stress.
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