Boutique vs. Big in Investment Manager Selection Derek Beiter | Senior Investment Analyst Last Updated: July 30, 2026 Sometimes our Investment Manager Research team is asked whether we are biased for or against boutique investment managers as compared to larger-scale...
Oil, Inflation, and Earnings: A Market Balancing Act LPL Research Last Updated: July 29, 2026 Today’s blog is written by Chris Fasciano, chief market strategist at Commonwealth. He represents Commonwealth in various media appearances, advisor speaking events,...
Red Flags That Never Show Up in Manager Performance Screens Carter France | Co-Head of Manager Research Last Updated: July 28, 2026 In my May 19, 2026, article, “Why Most Portfolio Manager Mistakes Seem Smart at the Time”, I explored a difficult reality of manager...
Printer Friendly Version Can Hyperscalers Earn Their AI Ambitions? LPL Research explores whether hyperscalers can generate attractive returns on massive AI investments through a framework focused on ROIC, growth, and capex. Market context: The first half of 2026 was a...
LPL Research Last Updated: July 24, 2026 LPL Research provides its Weekly Market Performance for the week of July 20, 2026. U.S. equities traded lower on the week as investor worries around the costs and returns of artificial intelligence investments tamped risk...
