The Strategic and Tactical Asset Allocation Committee (STAAC) made only minor asset allocation changes for June, including shifting from communication services to energy, which translated into a modest value tilt.
Research
Client Letter | Bull Market Hangs By a Thread | June 1, 2022
The bull market that began in March of 2020 came dangerously close to an end. From March 23, 2020 through January 3, 2022, the S&P 500 Index gained 114% (excluding dividends).
Looking Through the Clouds | Weekly Market Commentary | May 31, 2022
In this week’s Weekly Market Commentary, LPL Research lays out the bull case for the second half of the year.
Dawn of a New Era for Bonds | Weekly Market Commentary | May 23, 2022
Some investors might be rethinking the utility of core bonds, and LPL Research explains why that might be a mistake.
Corporate America Delivers | Weekly Market Commentary | May 16, 2022
LPL Research discusses first quarter earnings season for 2022 and what could help turn the stock market around.
Client Letter | Volatility Continues | May 11, 2022
2022 has been a challenging year for investors so far. The S&P 500 Index just had one of its worst Aprils in decades, and May is off to a rocky start.
Have We Really Seen Extreme Pessimism Yet? | Weekly Market Commentary | May 9, 2022
It’s been a tough year for stocks and bonds, but have we really seen extreme pessimism yet? LPL Research shares their thoughts.
Global Portfolio Strategy | May 4, 2022
The Strategic and Tactical Asset Allocation Committee (STAAC) continues to recommend a slight overweight to equities versus bonds.
Client Letter | April Showers Bring May Flowers | May 4, 2022
LPL Research explains why they remain optimistic that more sunshine could be coming.
Why You Shouldn’t Sell in May This Year | Weekly Market Commentary | May 2, 2022
In this week’s Weekly Market Commentary, LPL Research tackles a commonly cited seasonal pattern and why it might not play out this year.
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