LPL Research discusses the outlook for diversified portfolios of stocks and bonds to make the case that the 60/40 portfolio isn’t dead.
Research
Economy Slowing but Not Shrinking | Weekly Market Commentary | June 6, 2022
Many pundits are issuing recession warnings and saying the economy is heading for a hard landing.
Global Portfolio Strategy | June 2, 2022
The Strategic and Tactical Asset Allocation Committee (STAAC) made only minor asset allocation changes for June, including shifting from communication services to energy, which translated into a modest value tilt.
Client Letter | Bull Market Hangs By a Thread | June 1, 2022
The bull market that began in March of 2020 came dangerously close to an end. From March 23, 2020 through January 3, 2022, the S&P 500 Index gained 114% (excluding dividends).
Looking Through the Clouds | Weekly Market Commentary | May 31, 2022
In this week’s Weekly Market Commentary, LPL Research lays out the bull case for the second half of the year.
Dawn of a New Era for Bonds | Weekly Market Commentary | May 23, 2022
Some investors might be rethinking the utility of core bonds, and LPL Research explains why that might be a mistake.
Corporate America Delivers | Weekly Market Commentary | May 16, 2022
LPL Research discusses first quarter earnings season for 2022 and what could help turn the stock market around.
Have We Really Seen Extreme Pessimism Yet? | Weekly Market Commentary | May 9, 2022
It’s been a tough year for stocks and bonds, but have we really seen extreme pessimism yet? LPL Research shares their thoughts.
Global Portfolio Strategy | May 4, 2022
The Strategic and Tactical Asset Allocation Committee (STAAC) continues to recommend a slight overweight to equities versus bonds.
Client Letter | April Showers Bring May Flowers | May 4, 2022
LPL Research explains why they remain optimistic that more sunshine could be coming.