The LPL Strategic and Tactical Asset Allocation Committee upgraded large growth and consumer discretionary, while downgrading small value and materials.
https://www.lpl.com/content/dam/lpl-research/documents/GlobalPortfolioStrategy-February2025.pdf
LPL Research discusses the U.S. economy’s expected 2% growth, robust corporate earnings, and the impact of tariffs and AI on the market.
https://www.lpl.com/content/dam/lpl-research/documents/Client_Letter_03052025.pdf
LPL Research discusses the U.S. economy’s expected 2% growth, robust corporate earnings, and the impact of tariffs and AI on the market.
https://www.lpl.com/content/dam/lpl-research/documents/Client_Letter_03052025.pdf
LPL Research discusses the U.S. economy’s expected 2% growth, robust corporate earnings, and the impact of tariffs and AI on the market.
http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/CL/Client_Letter_03052025.pdf
LPL Research provides a recap of fourth quarter earnings season and examines the feasibility of double-digit earnings growth in 2025.
https://www.lpl.com/content/dam/lpl-research/documents/Weekly_Market_Commentary_03032025.pdf
LPL Research provides a recap of fourth quarter earnings season and examines the feasibility of double-digit earnings growth in 2025.
http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/Weekly_Market_Commentary_03032025.pdf
LPL Research discusses the U.S. federal debt, yields, and Treasury Bills as the U.S. Treasury market enters a transition period in 2025.
http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/Weekly_Market_Commentary_02242025.pdf
