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What Do Munis, Fed Rate Hikes, and the 80s Have in Common? | LPL Street View

Lawrence Gillum, fixed income strategist at LPL Financial, discusses why munis are the place to be in order to weather the economic storm.

Is the 60/40 Portfolio Dead? | Weekly Market Commentary | June 13, 2022

LPL Research discusses the outlook for diversified portfolios of stocks and bonds to make the case that the 60/40 portfolio isn’t dead.

Economy Slowing but Not Shrinking | Weekly Market Commentary | June 6, 2022

Many pundits are issuing recession warnings and saying the economy is heading for a hard landing.

Global Portfolio Strategy | June 2, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) made only minor asset allocation changes for June, including shifting from communication services to energy, which translated into a modest value tilt.

Economic Activity Tracker

Click here to download a PDF of this report.

Global Portfolio Strategy | September 9, 2021

We see modest gains for stocks over the rest of the year, powered by a strong economic growth outlook and tremendous earnings momentum…

Client Letter | The Bull Market Continues | September 2, 2021

Dear Valued Investor, The bull market continues, with the S&P 500 Index now up seven months in a row. Stocks have impressively gained 20% year-to-date, with the S&P 500 making 53 new all-time highs before the end of August—another new record. All of this has happened...

Poking The Bear | Weekly Market Commentary | August 30, 2021

LPL Research explores five things that some bears believe that do not worry us.

Why Stagflation Isn’t in the Cards | Weekly Market Commentary | August 23, 2021

We remain skeptical that either runaway inflation or low growth are right around the corner, much less both at the same time.

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