ARTICLES & RESEARCH
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...
- Weekly Market Commentary | Markets Tested as Iran Conflict Continues | March 9, 2026
LPL Research reviews how the Iran conflict is affecting markets, highlighting energy risks, market resilience, and what investors should watch in the weeks ahead.
- Client Letter | Maintaining Course Through Geopolitical Uncertainty | March 4, 2026
LPL Research addresses the escalating Iran conflict and its market impact. Despite geopolitical tensions disrupting energy markets, the 2026 outlook remains constructive, supported by fiscal stimulus, AI investment, and strong earnings growth.
- Equity Strategy Insights | AI Disruption Survival Kit as Fears Ripple Through Equity Markets | March 2, 2026
LPL Research outlines how AI disruption is shaping equity markets and highlights sectors like semis, healthcare, energy, and EM that may help mitigate AI related risks.
- Weekly Market Commentary | How LPL Research Thinks About Dividends | March 2, 2026
Looking beyond recent dividend strategies' performance, LPL Research asks and answers the question “How should I think about dividend stocks or building an equity income portfolio?”
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