Discovery Through Research
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Closing Out Our Equities Overweight | Weekly Market Commentary | June 5, 2023
Stocks have had a nice run, but at higher prices, the bar for further gains gets higher.
How Much of a Problem is Concentrated Leadership? | Weekly Market Commentary | May 30, 2023
Mega-cap stocks, which have outlier market capitalizations and are often referred to as ‘the generals,’ have made an impressive comeback this year.
Will History Rhyme? A Fed Pause Has Been Good For Fixed Income | Weekly Market Commentary | May 22, 2023
LPL’s Strategic and Tactical Asset Allocation Committee (STAAC) recommends investors maintain a neutral duration relative to benchmarks with the expectation that Treasury yields are likely headed lower (or at least not much higher) over the next few quarters.
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