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Global Portfolio Strategy | December 7, 2022

Global Portfolio Strategy | December 7, 2022

by lpladvisorsadmin | Dec 11, 2022 | Global Portfolio Strategy, Research

Stocks added to strong October gains in November as the S&P 500 returned 5.6% for the month, leaving the index down 13.1% year to date. The Dow Jones Industrials fared slightly better, gaining 6%, while the Nasdaq added 4.5%. The Dow, up more than 20% from its...
Client Letter | Outlook 2023: Finding Balance | December 6, 2022

Client Letter | Outlook 2023: Finding Balance | December 6, 2022

by lpladvisorsadmin | Dec 11, 2022 | Client Letter, Research

Dear Valued Investor, Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance. Whether it’s about the markets and global economy or what’s...
Resilient Consumers Have Not Saved Retail Stocks | Weekly Market Commentary | December 5, 2022

Resilient Consumers Have Not Saved Retail Stocks | Weekly Market Commentary | December 5, 2022

by lpladvisorsadmin | Dec 6, 2022 | Research, Weekly Market Commentary

Economic and corporate data support the initial strong reads on holiday retail sales despite the macro headwinds, reinforcing the idea that today’s consumer is in a better position than usual at this point in the business cycle. However, consumers were likely tapping...
Playbook for a Fed Pivot | Weekly Market Commentary | November 21, 2022

Playbook for a Fed Pivot | Weekly Market Commentary | November 21, 2022

by lpladvisorsadmin | Nov 22, 2022 | Research, Weekly Market Commentary

Recent inflation data has tempered expectations for future Federal Reserve tightening, including a potential peak in the terminal rate near 5.0% in May or June of 2023. While the market has welcomed this news, history suggests the path to a Fed pivot could be volatile...
Inflation and Rising Rates Supported Value in 2022 | Weekly Market Commentary | November 14, 2022

Inflation and Rising Rates Supported Value in 2022 | Weekly Market Commentary | November 14, 2022

by lpladvisorsadmin | Nov 15, 2022 | Research, Weekly Market Commentary

The growth vs. value debate has been pretty one-sided in 2022, with value outperforming growth for a sustained period for the first time in almost 15 years. However, the debate is heating up as investors begin to consider whether the pendulum will swing back to growth...
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