Beyond Returns: Three Powerful Factors in Active Fund Evaluation

LPL Research discusses three factors other than past performance that can be used to assess actively managed funds and explains why they may be useful.

Using the Late 90s as a Comp, the AI Boom Still Has Legs

LPL Research compares stock market performance during the AI era to the dotcom period in the late 1990s.

Weekly Market Performance — May 8, 2026

LPL’s Weekly Market Performance for the week of May 4, 2026, highlights tech earnings, economic data, and the Treasury Quarterly Refunding Announcement.

April Rotation: U.S. Large Caps Regain Dominance

LPL Research analyzes April ETFs, highlighting strong equity inflows, rising risk appetite, and renewed dominance of U.S. large cap stocks.

Gold is Doing its Job, Just Not the One Investors May Expect

LPL Research discusses behind-the-scenes dynamics of gold’s price action since the onset of the U.S.-Iran conflict and global energy disruption.

AI, Healthcare, and Volatility: Positioning for 2026

LPL Research provides Q1 2026 insights from the LPL Financial Coverage List to pinpoint where large cap equity managers are leaning into opportunity and risk.

Weekly Market Performance — May 1, 2026

LPL’s Weekly Market Performance for the week of April 27, 2026, highlights high-profile earnings, global central bank decisions, and bond market headlines.

Sell in May and Go Away? Maybe Not

LPL Research explores the popular Sell in May seasonal period for stocks.

Two Equity Trends That Highlight Diversification

LPL Research reviews global and sector equity trends, showing how international stocks, and energy have provided diversification.

Paper vs. Physical: What Tighter Oil Supplies Could Mean

LPL Research discusses the supply shock in the physical oil market and related implications for the U.S. dollar and equities.