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Why Most Portfolio Manager Mistakes Seem Smart at the Time


LPL Research reveals why portfolio manager mistakes often seem smart in real time, and how subtle shifts in process, incentives, and risk can lead to avoidable underperformance.

May 19, 2026


Potential Risks That Could Challenge the Strong Market Narrative


LPL Research discusses risks to the consensus — from inflation, AI spending shifts, and rates — that could challenge the strong earnings market narrative.

May 20, 2026


How AI May Increase Jobs, Not Replace Them


LPL Research highlights how AI is changing work, not eliminating it, with productivity gains increasing labor demand in a shifting economy.

May 21, 2026


Weekly Market Performance — May 22, 2026


LPL’s Weekly Market Performance for the week of May 18, 2026, highlights tech earnings, economic data, and the Treasury Quarterly Refunding Announcement.

May 22, 2026


AI’s New Frontier: The Transformation of Investment-Grade Credit


AI-driven bond issuance by hyperscalers is reshaping IG credit, boosting supply and duration risk, and providing opportunities for income-focused investors.

May 26, 2026


Technical Take on the Record-High Rally


LPL Research examines the technical setup supporting the rally in stocks, the catalysts driving momentum, and whether the current pace of gains is sustainable.

May 28, 2026


Weekly Market Performance — May 29, 2026


LPL’s Weekly Market Performance for the week of May 25, 2026, highlights high-profile market drivers, commodity market moves, and economic data.

May 29, 2026


Counting Down to the SpaceX Launch


LPL Research reviews SpaceX, covering what the company does, what it intends to do, and our key takeaways from the S-1.

June 2, 2026


Equity Record Highs Shape May Fund Flows


Equities drove record ETF flows in May as risk-on momentum held, even as investors balanced growth, rates, and shifting macro signals.

June 3, 2026


Oil Market Underestimates Frictions Beyond a Deal


LPL Research discusses how oil markets are interpreting a potential U.S.-Iran deal, and the near-term path for oil markets and supplies.

June 4, 2026


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