News
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…
Research
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.