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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
- Beyond the Numbers | Value Investing Is Alive and Well | October 20, 2025
on October 20, 2025 at 4:31 pmLPL explores evolving value investing strategies, macro risks, and overlooked market opportunities from the Latticework 2025 event.
- Weekly Market Commentary | Cockroaches, Canaries, and Credit Markets | October 20, 2025on October 20, 2025 at 12:12 pm
LPL Research highlights early signs of stress in corporate credit markets, with rising defaults and tight spreads in leveraged and private credit.
- Weekly Market Commentary | Happy Anniversary Bull Market | October 13, 2025on October 13, 2025 at 12:19 pm
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.
