LPL Publications

LPL Publications2019-03-25T10:56:35-05:00

Road To Recovery Playbook Update – Weekly Market Commentary 3/30/20

Stocks soared last week, working off historically oversold levels. Although the impact to our economy and American workers has been devastating, we did see some positive developments from monetary and fiscal stimulus, which could set up a powerful eventual economic rebound. This week, we share an update on our Road to Recovery Playbook, as we have seen more signs of a major low in equities. We have upgraded our equities recommendation to overweight from market weight where appropriate.  https://rc.lpl.com/content/dam/rc/documents-new/Research/Publications/WMC/2020/Weekly_Market_Commentary_033020.pdf

Road To Recovery Playbook – Weekly Market Commentary 3/17/20

After recording two double-digit drops in equity prices over the last three trading days, the global pandemic of COVID-19 has sent world equity markets into bear market territory. The result is a cumulative 30% drop in the S&P 500 Index in just under 30 days. Though daunting, once the market finds a bottom, which is where the index begins to consistently move higher than the previous market low—and we believe it is “when” not “if” the market finds a bottom—it may provide an attractive opportunity for long-term investors to consider adding risk to portfolios.  Read entire commentary here:  https://rc.lpl.com/content/dam/rc/documents-new/Research/Publications/WMC/2020/Weekly_Market_Commentary_0317020.pdf

The Bull Turns 11 – Weekly Market Commentary 3/9/20

As the coronavirus continues to scare global markets, it would be easy forget that the current bull market started 11 years ago today. Based on investing fundamentals, we continue to believe we’ll see a resumption of economic growth and a continuation of this bull market into at least 2021, but worries are building. We highlight three reasons this bull market is alive and well, and three reasons it could be on borrowed time.  https://rc.lpl.com/content/dam/rc/documents-new/Research/Publications/WMC/2019/Weekly_Market_Commentary_0309020.pdf