LPL Research continues to believe that tactical investors should tilt portfolios in favor of stocks over bonds relative to their respective targets.
Global Portfolio Strategy
LPL Research continues to favor stocks over bonds and expects cyclical value stocks to perform well.
October gets a bad rap—but it has historically been the best one for stocks and we see further (but modest) gains for stocks over the rest of the year.
We see modest gains for stocks over the rest of the year, powered by a strong economic growth outlook and tremendous earnings momentum…
See LPL Research’s latest monthly market outlook in the August 2021 Global Portfolio Strategy.
See LPL Research’s latest monthly market outlook in the July 2021 Global Portfolio Strategy.
We expect stocks to continue to grow into their valuations on the back of tremendous earnings momentum as the economy fully reopens, vaccine distribution…
First quarter earnings season was truly remarkable and we lifted our earnings forecasts and our year-end S&P 500 Index fair value target rang.
We favor stocks over bonds based on expectations for economic growth, a strong rebound in corporate profits, and increased COVID-19 vaccine distribution.
We continue to favor stocks relative to bonds with upgraded expectations as economic strength continues to surprise.