LPL Research addresses the escalating Iran conflict and its market impact. Despite geopolitical tensions disrupting energy markets, the 2026 outlook remains constructive, supported by fiscal stimulus, AI investment, and strong earnings growth.

LPL Research outlines how AI disruption is shaping equity markets and highlights sectors like semis, healthcare, energy, and EM that may help mitigate AI related risks.

Looking beyond recent dividend strategies' performance, LPL Research asks and answers the question “How should I think about dividend stocks or building an equity income portfolio?”

LPL Research highlights sharp sector rotations, shifting leadership trends, and key market drivers shaping allocations.

LPL Research analyzes how AI disruption is reshaping leveraged software credit markets, widening risks in loans and private credit while challenging bond investors.

Explore LPL Research’s 2026 SAA update, featuring equity shifts, bond strategy, and purposeful diversification to support steady long‑term portfolio outcomes.

LPL Research is provides their updated Capital Market Assumptions (CMA) and Strategic Asset Allocation (SAA).

LPL Research analyzes recent market activity, AI anxieties, and possible directions the new technology could be heading in.

In this edition of the Economic Navigator, we will give you a look behind the curtain to show the data underpinning our views expressed in our 2026 Outlook: The Policy Engine as we adapt to changing conditions by integrating macroeconomic factors.

LPL Research highlights five reasons emerging markets look attractive in 2026, from dollar weakness to accelerating earnings and AI-driven growth.

LPL Research examines how Fed Chair news, productivity gains, and strong earnings support market stability as investors face volatility.

LPL Research examines how the Fed is entering 2026 amid constrained conditions and as growth and inflation meet an unsustainable fiscal trajectory.

LPL Research examines how rising productivity, AI adoption, and structural shifts toward services are supporting U.S. economic growth in 2026.

LPL Research explores the drivers behind the rally in metals, the associated risks, and the outlook for their durability.

LPL Research shares insights on 2026 municipal markets, including attractive yields, supply trends, and strategies to help investors navigate rate uncertainty.

LPL Research takes a look at fourth quarter earnings season as it unofficially kicks off this week with a dozen banks and asset managers in the S&P 500 slated to report.

LPL Research provides 2026 market insights on equities, bonds, and alternatives, highlighting policy tailwinds and AI-driven opportunities.

Market Insight Quarterly | Q4 2025

LPL Research reflects on 2025’s strong returns, key takeaways, and shares a forward-looking view for 2026 to help investors prepare.

LPL Research reviews 2025 market predictions: key wins, misses, and lessons across equities, fixed income, and the U.S. economy.