Resources

LPL Research explores three things that worry us—and could make the market more susceptible to a pullback as we enter the second half of 2021.

Inflation seems to be on the rise, but LPL Research believes there are good reasons to think it will be transitory.

Sustainable investing is becoming more mainstream in fixed income markets and companies that recognize that changing dynamic may be able to avoid financially material impacts.

We expect stocks to continue to grow into their valuations on the back of tremendous earnings momentum as the economy fully reopens, vaccine distribution continues, COVID-19 cases plummet in the United States, and stimulus spending continues to work its way through the economy.

Interest rates have moved off their very low levels to start the year, but we think they can go higher.

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.

The next several months may historically be the most volatile of the year, but the U.S. economy continues to recover remarkably quickly with many positives.

Long-term interest rates have traded sideways recently, but LPL Research argues that high-quality bonds can play a pivotal role in mitigating equity risk.

As this bull market gets a little older, the pace of stock market gains will likely slow, but a strong economic recovery lies ahead as the reopening continues.

LPL Research explains why inflation is making headlines and why investors should not be overly concerned.