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

Sustainable Investing Becoming Mainstream in Fixed Income – Weekly Market Commentary 6/14/21

On May 27, 2021, a couple of events in the energy sector occurred that demonstrated the continued mainstreaming of sustainable investing and underscored the risks and opportunities available to investors. While primarily thought of as equity-oriented, sustainable investing is becoming more mainstream in fixed income markets—and companies that fail to acknowledge changing dynamics may potentially face financially material impacts.  Read entire commentary here:  https://rc.lpl.com/content/dam/rc/documents-new/Research/Publications/WMC/2021/WMC_ESG_Fixed_Income%206_14_21_Final.pdf

Policy Shifts May Challenge Markets – Weekly Market Commentary 6/7/21

Fiscal stimulus, which was central to the market rebound in the last year, may start moving to the sidelines over the rest of 2021 and into 2022 as the recovery continues. Economic growth can compensate for the loss of government checks to households and businesses, but potential tax increases may be more challenging for markets to navigate. Business tax increases, in particular,  may gradually pull gains out of markets about equal to their size, but with economic growth supporting corporate earnings, we believe a positive backdrop for equities remains in place.  https://rc.lpl.com/content/dam/rc/documents-new/Research/Publications/WMC/2021/WMC_Policy_Update_06-07-21_Final.pdf

Proceed with Caution in the Bond Market – Weekly Market Commentary 6/1/21

After one of the worst starts to a year for fixed income, returns may not get much better from here.  Long-term interest rates have traded sideways recently but we expect rates to potentially rise further, which would put downward pressure on bond prices. We’re not giving up on high-quality fixed income though, as Treasury securities have shown to be the best diversifier during times of equity market stresses.  Read entire commentary here: https://rc.lpl.com/content/dam/rc/documents-new/Research/Publications/WMC/2021/WMC%20Bond%20Market%20outlook%206-1-21_Final.pdf

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