LPL Research continues to believe that tactical investors should tilt portfolios in favor of stocks over bonds relative to their respective targets.
Global Portfolio Strategy
Global Portfolio Strategy | January 3, 2022
LPL Research expects solid economic and earnings growth to help U.S. stocks deliver solid gains in 2022.
Global Portfolio Strategy | December 1, 2021
LPL Research continues to favor stocks over bonds and expects cyclical value stocks to perform well.
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.
Global Portfolio Strategy | September 9, 2021
We see modest gains for stocks over the rest of the year, powered by a strong economic growth outlook and tremendous earnings momentum…
Global Portfolio Strategy | August 17, 2021
See LPL Research’s latest monthly market outlook in the August 2021 Global Portfolio Strategy.
Global Portfolio Strategy | July 15, 2021
See LPL Research’s latest monthly market outlook in the July 2021 Global Portfolio Strategy.
Global Portfolio Strategy | June 9, 2021
We expect stocks to continue to grow into their valuations on the back of tremendous earnings momentum as the economy fully reopens, vaccine distribution…
Global Portfolio Strategy | May 11, 2021
First quarter earnings season was truly remarkable and we lifted our earnings forecasts and our year-end S&P 500 Index fair value target rang.
Global Portfolio Strategy | March 9, 2021
We favor stocks over bonds based on expectations for economic growth, a strong rebound in corporate profits, and increased COVID-19 vaccine distribution.
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