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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...
Research
- Global Portfolio Strategy | Patiently Awaiting a Pullback Before Considering Adding Risk | November 12, 2025
on November 12, 2025 at 4:39 pmLPL Research’s November Global Portfolio Strategy: neutral equity stance, AI-driven tech strength, cautious fixed income outlook, and sector updates.
- Weekly Market Commentary | AI Infrastructure: A New Pillar of Economic Growth | November 10, 2025on November 10, 2025 at 4:05 pm
LPL Research explores how AI-driven investments and intellectual property are reshaping U.S. economic growth, capital flows, and market dynamics.
- Client Letter | Positive Momentum Builds as Year-End Approaches | November 5, 2025on November 5, 2025 at 1:35 pm
LPL Research reviews strong earnings, Fed policy signals, and easing trade tensions shaping the market outlook into year-end.
