Please ensure Javascript is enabled for purposes of website accessibility

GLOBAL PORTFOLIO STRATEGY

Global Portfolio Strategy | April 05, 2024

UPGRADING SMALL CAPS ON DEVELOPING ROTATION The LPL Strategic & Tactical Asset Allocation Committee (STAAC) determines the firm’s investment outlook and asset allocation that helps define LPL Research’s investment modelsand overall strategic and tactical...

read more

Global Portfolio Strategy | February 07, 2024

Stocks started 2024 off on a positive note with gains in January and early February, a positive signal for potential gains over the rest of the year. Returns were driven by increasing investor confidence in a soft landing,…

read more

Global Portfolio Strategy | January 2024

Stocks capped off a strong 2023 with solid gains in December amid increasing investor confidence in a soft landing, supported by falling inflation and a clear pivot by the Federal Reserve (Fed). The S&P 500 Index gained 4.4% for the month after a nearly 9% gain in November, to bring the index’s 2023 return to 26.3% including dividends.

read more

Global Portfolio Strategy | August 2023

Stocks rose nicely in July, as the S&P 500 Index returned 3.2% for the month, bringing its year-to-date gain to a stellar 20.7%. The fifth straight monthly gain for the index came amid expectations of a Federal Reserve (Fed) pause, resilient U.S…

read more

MARKET INDICES