News
Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.” Well change did come, and with it, volatility, perhaps in part because we assumed President Trump’s policies would simply mirror those of his prior term. The impact of policy…
Research
Boutiques vs. Large Managers: Our Approach
LPL Research weighs in on the boutique versus larger manager debate within investment manager selection.
Oil Prices, Interest Rates, and Strong Earnings
LPL Research discusses how geopolitical tensions, rising rates, and strong earnings are shaping markets, underscoring the importance of diversification.
Red Flags Missing from Manager Performance Screens
LPL Research continues its manager research series, exploring red flags that never appear in performance screens and often emerge in manager interactions.
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