Excess Savings Are Gone. Now What?

LPL Research examines the implications of depleted excess savings on consumer spending and the broader economy.

Uncovering Model Portfolio Construction and Evaluation

LPL Research examines the advantages and pitfalls of different portfolio construction methods.

Commercial Real Estate — Is Now the Time to Invest?

LPL Research takes a deep dive into the commercial real estate sector, providing an overview, as well as analyzing recent performance and valuations.

Sector Plays for the Bull Case Scenario

LPL Research highlights equity sector opportunities that may perform well if low tariff rates currently in place are maintained.

Lakeside Talks Sooth U.S.-China Trade Relations

LPL Research explains how trade relations with China created a catalyst for more risk appetite.

From Turbulent to Tranquil? Calm Returns to Credit Markets

LPL Research highlights the relative calm in the corporate credit markets and examines if that calmness can persist.

Post-Earnings Check-Up on U.S. Homebuilders

LPL Research checks in on large cap U.S. homebuilders following their latest earnings results.

April Showers, May Flowers: Is the Proverb Correct?

LPL Research examines historical trends when the S&P 500 closes April, a historical outperformer, below the flatline.

Bearish Investor Sentiment Eases, but So Do the Bulls

LPL Research examines this week’s AAII Investor Sentiment Survey and its investment applications.

Perspective on Peak Uncertainty and Market Lows

LPL Research highlights the importance of moving past peak policy uncertainty and what history implies about the shape of market recoveries.