Global Portfolio Strategy | November 10, 2020
Stocks fell for the second straight month in October as Election Day approached and brought policy uncertainty that historically has driven volatility.
Client Letter | Election Clarity for the Markets | November 9, 2020
What we can expect in the markets and economy under a Biden administration and split Congress.
Market-Friendly Election Outcome | Weekly Market Commentary | November 9, 2020
Equity returns have been strongest under a split Congress. What we can expect under a Joe Biden administration.
Client Letter | Election 2020 Is Undecided | November 4, 2020
Choosing our next president may take longer this time, but temporary uncertainty at the polls should not slow our economic recovery.
Record GDP on the Eve of the Election|Weekly Market Commentary| November 02, 2020
GDP grew 33.1% annualized in the third quarter, the sharpest rebound in GDP since WWII.
Are the Polls Wrong Again?|Weekly Market Commentary|October 26, 2020
As the race for the White House enters the homestretch, some indicators suggest the election may be closer than polls are saying.
Market Insight Quarterly| Third Quarter 2020 | October 21, 2020
Stocks were lifted by the stronger-than-expected economic rebound, as fiscal and monetary stimulus continued to provide support.
Three Reasons We Like Small Caps|Weekly Market Commentary|October 19, 2020
Markets have come a long way since the March lows, and LPL Research sees further gains ahead for stocks, especially small cap stocks.
Earnings Growth is Approaching|Weekly Market Commentary|October 12, 2020
This earnings season, corporate America will get closer to the return of earnings growth—which is likely in the first quarter of 2021.
Global Portfolio Strategy | October 9, 2020
A global review of September performance and a look forward, with a focus on potential impacts from the election and another stimulus package.