LPL Research reviews November’s gains and highlights key 2026 drivers — Fed policy, AI, and strategies to manage volatility.

LPL Research previews Outlook 2026, highlighting key market drivers — AI, elections, alternatives, and global risks — to help investors navigate volatility.

LPL Research examines a third quarter earnings season that is winding down over the next couple of weeks and has once again met Wall Street’s high expectations.

LPL explores whether bonds remain effective portfolio diversifiers amid shifting stock-bond correlations and evolving Fed policy.

In a year that could easily be defined by a few different words — including but not limited to tariffs, technology, or more broadly, uncertainty — capital markets have plugged along splendidly. LPL Research examines their early keys to 2026.

LPL Research’s November Global Portfolio Strategy: neutral equity stance, AI-driven tech strength, cautious fixed income outlook, and sector updates.

LPL Research explores how AI-driven investments and intellectual property are reshaping U.S. economic growth, capital flows, and market dynamics.

LPL Research reviews strong earnings, Fed policy signals, and easing trade tensions shaping the market outlook into year-end.

LPL Research reports on Fed rate cut, U.S.–China trade truce, strong earnings, and AI spending scrutiny amid narrowing market breadth and volatility risks.

LPL Research provides commentary on which risks should be paid attention to as the markets move into the final months of the year.

LPL explores evolving value investing strategies, macro risks, and overlooked market opportunities from the Latticework 2025 event.

LPL Research highlights early signs of stress in corporate credit markets, with rising defaults and tight spreads in leveraged and private credit.

This bull market enters year four with strong gains, driven by tech and AI. History suggests more upside ahead amid resilient growth and a dovish Fed stance.

This quarterly publication helps provide clarity and context to the issues affecting the economy, stock and bond market.

Despite historical weakness in September, the S&P 500 was tracking above bullish targets, emerging markets showed renewed strength, and the Fed resumed rate cuts. Find out more from LPL Research in the October Global Portfolio Strategy.