Research
2026 Outlook: The Policy Engine
In 2026, we observed a market environment where fiscal and monetary policy decisions, rather than traditional business fundamentals, were the primary drivers of market direction. This shift means that policy influence and market momentum have become significantly more impactful in shaping market trends, often overshadowing underlying economic performance…
Weekly Market Commentary | Why Stock Market Valuations Are Fair in Context | June 1, 2026
LPL Research analyzes stock valuations, finding them fair given growth, rates, inflation, and AI-driven earnings outlook despite risks.
Weekly Market Commentary | Seeds of Opportunity: The Case for Agriculture Investments | May 26, 2026
Printer Friendly Version Commodity market trends: Commodity markets have been on an impressive, and volatile, run so far this decade, with leadership oscillating between energy and precious metals. Not surprising, after commodities’ “Lost Decade” of the 2010s, given the asset class tends to move in long capital cycles. Shift to Agriculture: LPL Research has written…
Energy Shock: Inflation Risks vs. Economic Growth
LPL Research examines rising inflation risks amid geopolitical tensions, while resilient growth and strong investment support continued expansion.
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Download our Client Service Timeline for a detailed overview of how we would work together.
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Book a time to Zoom meetings or chat on the phone to explore working together.



