2026 Midyear Outlook: Policy, Buildouts, & Bottlenecks

By LPL Research In our 2026 Outlook: The Policy Engine, we spent considerable time talking about how policy is increasingly a driver of capital markets. The Iran conflict, and the resulting market disjoint, certainly served as another example of how policy,...

Weekly Market Performance | July 17, 2026

LPL Research Last Updated: July 17, 2026 LPL Research provides its Weekly Market Performance for the week of July 13, 2026. Markets faced a mixed backdrop this week as investors balanced escalating geopolitical tensions, artificial intelligence worries, cooling...

The Unthinkable Scenario for AI Investors

Imagining the Unthinkable for AI Investors Thomas Shipp | Head of Equity Research Last Updated: July 16, 2026 Additional content provided by Tucker Beale, Sr. Analyst, Research. The most dangerous investment mistakes often begin with an inability to imagine outcomes...

Why Resource Nationalism Matters to Investors

What Is Resource Nationalism and Why Should We Care? Kristian Kerr | Head of Macro Strategy Last Updated: July 15, 2026 In LPL’s Midyear Outlook 2026, we highlighted four themes that we believe are important for investors to consider when constructing portfolios. This...