LPL Research
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2026 Outlook: The Policy Engine
Outlook 2026: The Policy Engine By LPL Financial Research In 2025, we observed a market environment where fiscal and monetary policy decisions, rather than traditional business fundamentals, were the primary drivers of market direction. This shift means that policy...
LPL Research
Why Portfolio Manager Mistakes Seem Smart at First
LPL Research reveals why portfolio manager mistakes often seem smart in real time, and how subtle shifts in process, incentives, and risk can lead to avoidable underperformance.
Energy Shock: Inflation Risks vs. Economic Growth
LPL Research examines rising inflation risks amid geopolitical tensions, while resilient growth and strong investment support continued expansion.
Weekly Market Performance | May 15, 2026
LPL’s Weekly Market Performance for the week of May 11, 2026, highlights record market highs despite higher oil prices, rising Treasury yields, and elevated inflation.
Rising Conviction on Earnings Growth
LPL Research provides an update on their tactical positioning and how strong earnings have influenced it.
Analyzing Three Powerful Factors in Active Fund Evaluation
LPL Research discusses three factors other than past performance that can be used to assess actively managed funds and explains why they may be useful.
Comparing the Dotcom and AI Eras
LPL Research compares stock market performance during the AI era to the dotcom period in the late 1990s.
The Secret Key: Lessons of the Masters
An Insider’s Guide To Wealth Management In A Rapidly Changing World
The purpose of this report, The Secret Key: Lessons from the Masters, is to introduce to you the Master’s Key to help preserve, invest, grow, and enjoy your wealth in this “New Normal” world.


