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Global Portfolio Strategy | October 11, 2021
October gets a bad rap—but it has historically been the best one for stocks and we see further (but modest) gains for stocks over the rest of the year.
Client Letter | Change May Bring Opportunities | October 7, 2021
Dear Valued Investor, One constant in life is change. During the past year and a half, we have experienced more change than any of us bargained for. Change is disruptive—but also brings opportunities. For investors right now, there is no shortage of changes to think...
Early Thoughts on 2022 | Weekly Market Commentary | October 4, 2021
With the fourth quarter underway—historically the best quarter for stocks, by the way—2022 is fast approaching. While a lot can still happen between now and the end of 2021, we don’t think it’s too early to start thinking about what stocks might do next year. We see a...
To Z Or Not To Z | Weekly Market Commentary | September 27, 2021
LPL Research is downgrading its 2021 U.S. GDP growth forecast from 6.25–6.75% to 5.75 6.25%.
Revisiting Our 10-Year Treasury Yield Forecast | Weekly Market Commentary | September 20, 2021
LPL Research examines two key elements that prompted us to slightly lower our year-end forecast for the 10-year Treasury yield.
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