Portfolio Compass | May 16, 2019
We expect a transition to large cap market leadership and away from small cap stocks in 2019 as the economic cycle ages.
Portfolio Compass
Portfolio Compass | April 18, 2019
We maintain our slight preference for value due to attractive relative valuations after a sustained period of growth out performance.
Portfolio Compass | March 20, 2019
Expectations for solid but slower growth in the U.S. economy and corporate profits support our year-end 2019 fair value target for the S&P 500 of 3000.
Portfolio Compass | February 20, 2019
Expectations for solid but slower growth in the U.S. economy and corporate profits support our year-end 2019 fair value target for the S&P 500 of 3000.*
Portfolio Compass | January 16, 2019
Positions maintained (no changes); updates on LPL Research’s views on equity, equity sectors, fixed income, and alternative asset classes…
Portfolio Compass | December 19, 2018
We expect a U.S. economic growth tailwind and attractive relative valuations compared with growth to help buoy value stocks…