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Tech, Consumer, and Comms Drive Best May Since 1990
The S&P 500 soared 6.3% in May, its best since 1990, as growth sectors rebounded sharply. LPL Financial explores the top sector themes and earnings drivers.
Warren Buffett to Step Down: What Investors Can Learn
Learn Warren Buffett’s key investing principles—from buying quality companies to staying disciplined long term.
As Seen on TV, Fund Holdings Come & Go; People Are Paramount
LPL Research discusses insights gleaned from meetings with fund managers.
Bearish Investor Sentiment Eases, but So Do the Bulls
LPL Research examines this week’s AAII Investor Sentiment Survey and its investment applications.
Beyond the Chaos: Finding Value in a Volatile Market
LPL Research examines the tariff-fueled shock to markets and the subsequent impact, as well as the silver lining.
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.
Credit Spreads: Recession Indicator or Market Correction?
LPL Research examines the recent widening in credit spreads and evaluates how current levels align with historical trends and past recessions.
Investor Sentiment Hits Extremely Bearish Levels
LPL Research explores the latest investor sentiment survey data and what this could mean for stock market returns going forward.
How Tariffs Impact Credit Markets
LPL Research examines what tariffs mean for the credit market and how this would impact high yield bonds over time.