Why Most Portfolio Manager Mistakes Seem Smart at the Time
by Carter France, Senior Investment Analys, LPL Research Most portfolio manager mistakes don’t feel reckless when they’re initially put…
Energy Shock Expected to Hit Prices Harder Than the Economy
LPL Research examines rising inflation risks amid geopolitical tensions, while resilient growth and strong investment support continued expansion.
Using the Late 90s as a Comp, the AI Boom Still Has Legs
by Jeffrey Buchbinder, CFA, Chief Equity Strategist, LPL Financial Many have drawn the comparison between the current AI…
AI, Healthcare, and Volatility: Positioning for 2026
by Scott Froidl, Senior Investment Analyst, LPL Research In Q1 2026, I stepped into the role less of…
Gold is Doing its Job, Just Not the One Investors May Expect
by Kristian Kerr, Head of Macro Strategy, LPL Research Additional content provided by Brian Booe, Associate Analyst, Research.…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
American Industrial Renaissance: Fact or Fiction?
LPL Research assesses the case for an American Industrial Renaissance, focusing on manufacturing investment, supply‑chain resilience, and energy costs.
Best Performing Sector During the Iran Conflict May Surprise You
by Jeffrey Buchbinder, CFA, Chief Equity Strategist, and Adam Turnquist, LPL Financial In what should be a surprise…
The Economy Takes Multiple Shocks in Stride
LPL Research reviews inflation, growth, and global financial conditions, showing why the economy continues to withstand multiple shocks.
Lessons From Past Conflicts for Today’s Stock Market
LPL Research looks to the past for lessons on geopolitical uncertainty and its potential impact on equities.
Earnings Likely to Grow Double-Digits Again; Will Markets Care?
by Adam Turnquist & Jeffrey Buchbinder, LPL Financial Earnings drive stock prices over time, but not all the…
What’s Driving Gold’s Stumble? Checking Underneath the Tape
by Adam Turnquist, Chief Technical Strategist, LPL Research Additional content provided by Brian Booe, Associate Analyst, Research. As…
Oil in the Driver’s Seat as Geopolitical Tensions Rise
by Adam Turnquist, Chief Technical Strategist, LPL Financial The market has shifted quickly from concerns about artificial intelligence…
So…You Want to Build a Data Center
by Thomas Shipp, Head of Equity Research, LPL Research Additional content provided by Tucker Beale, Sr. Analyst, Research.…
Treasury Market: Stuck Between Iran and a SaaS Space
by Lawrence Gillum, Chief Fixed Income Strategist, LPL Financial Research The Treasury market is stuck between artificial intelligence…
Markets Tested as Iran Conflict Continues
LPL Research reviews how the Iran conflict is affecting markets, highlighting energy risks, market resilience, and what investors should watch in the weeks ahead.