We favor stocks over bonds based on expectations for economic growth, a strong rebound in corporate profits, and increased COVID-19 vaccine distribution.
Research
Rising Rates and Stock Market Performance | Weekly Market Commentary | March 8, 2021
LPL Research discusses the impact rising rates may be having on stocks and how an improving growth outlook may be good for stock performance.
Client Letter | The Return of Normal is Approaching | March 4, 2021
The US economy may soon recover its lost output from 2020 and the backdrop for stocks remains favorable.
Here Comes The Earnings Boom | Weekly Market Commentary | March 1, 2021
LPL Research reviews an incredible earnings season and speculates on a potentially strong earnings rebound for 2021 and beyond.
Sustainable Investing Year In Review | Weekly Market Commentary | February 22, 2021
LPL Research reviews the increasing popularity of sustainable investing and how it can be a solid addition to any investor portfolio.
The Search for Income | Weekly Market Commentary | February 16, 2021
LPL Research considers some unique income ideas for diversifying investor portfolios & potentially reducing interest rate risk.
Global Portfolio Strategy | February 9, 2021
We continue to favor stocks relative to bonds with upgraded expectations as economic strength continues to surprise.
Raising GDP and Stock Market Forecasts | Weekly Market Commentary | February 8, 2021
The resiliency of the US economy continues to exceed expectations, supporting our increased forecast for growth and corporate profits in 2021.
Client Letter | Stay The Course | February 4, 2021
The US economy continues to make steady progress in its recovery despite any short-term volatility.
Markets Shrug Off Debt Levels | Weekly Market Commentary | February 1, 2021
US debt levels have soared during the pandemic, but the market is taking it in stride, staying focused on reopening the economy.