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LPL Research

Updated Letter from the CIO

LPL Research’s Chief Investment Officer, Marc Zabicki provides an updated letter after tariff announcements have caused additional market volatility.

Weekly Market Performance — April 4, 2025

LPL’s Weekly Market Performance for the week of March 31, 2025, highlights weekly performance and the global market response to the April 2 tariff announcement.

Five Key Tariff Takeaways

LPL Research explores the administration’s new trade policies and provides five key tariff takeaways from “Liberation Day.”

Another Defining Moment for Markets

LPL Research discusses foreign direct investment, trade policy, and the inflation environment.

Behind the Scenes: Insights from Funds’ Rolling Returns

LPL Research discusses the insights that a fund or manager’s rolling returns can provide compared to its trailing returns.

Weekly Market Performance — March 28, 2025

LPL’s Weekly Market Performance for the week of March 24, 2025, highlights the latest tariff developments, mixed global stocks, and rising Treasury yields.

America Is Down, but Not Out

LPL Research explores the American exceptionalism theme and what performance this quarter could mean for the remainder of the year.

Weakness, But No Recession Yet

LPL Research examines home buying activity as mortgage rates moderate.

Growth in Multi-Strategy Hedge Funds

LPL Research reviews how multi-strategy firms operate.

Weekly Market Performance — March 21, 2025

LPL’s Weekly Market Performance for the week of March 17, 2025, highlights the March Fed meeting, international headlines, and bond market moves.