LPL Research considers some unique income ideas for diversifying investor portfolios & potentially reducing interest rate risk.
The Search for Income | Weekly Market Commentary | February 16, 2021
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Research
Global Portfolio Strategy | February 9, 2021
We have raised our year-end S&P 500 Index fair value target range to 4,050–4,100 from 3,850–3,900 due to our increasingly optimistic expectations for US economic growth and corporate profits. Prospects for additional fiscal stimulus, recent progress in reducing...
Raising GDP and Stock Market Forecasts | Weekly Market Commentary | February 8, 2021
The resiliency of the US economy continues to exceed expectations, supporting our increased forecast for growth and corporate profits in 2021.
Markets Shrug Off Debt Levels | Weekly Market Commentary | February 1, 2021
US debt levels have soared during the pandemic, but the market is taking it in stride, staying focused on reopening the economy.
Small Caps Still Solid | Weekly Market Commentary | January 25, 2021
Small cap stocks have outperformed large cap stocks, suggesting the early stages of new economic cycle.
Earnings Recession is Likely Over | Weekly Market Commentary | January 19, 2021
Q4 2020 earnings season may be the last in this earnings recession, and earnings may start to grow in 2021.
Global Portfolio Strategy | January 12, 2021
We favor stocks over bonds based on expectations for a strong economic and earnings recovery in 2021.
Market Policy Projections for 2021 | Weekly Market Commentary | January 11, 2021
LPL Research explores policy changes affecting the stock markets in 2021, including taxes, regulation, and stimulus prospects.
10 Economic Lessons from 2020 | Weekly Market Commentary | January 4, 2021
LPL Research reviews 2020, the longest economic expansion and shortest recession on record, massive stimulus, low Treasury yields, and elections.
A New Economic Start in 2021 | Weekly Market Commentary | December 21, 2020
LPL Research looks at what’s in store for the economy, global GDP, and small businesses in 2021.