LPL Research discusses the insights that a fund or manager’s rolling returns can provide compared to its trailing returns.
Archive
Commercial Real Estate — Is Now the Time to Invest?
LPL Research takes a deep dive into the commercial real estate sector, providing an overview, as well as analyzing recent performance and valuations.
Weekly Market Performance — March 28, 2025
LPL’s Weekly Market Performance for the week of March 24, 2025, highlights the latest tariff developments, mixed global stocks, and rising Treasury yields.
America Is Down, but Not Out
LPL Research explores the American exceptionalism theme and what performance this quarter could mean for the remainder of the year.
Weakness, But No Recession Yet
LPL Research examines home buying activity as mortgage rates moderate.
Growth in Multi-Strategy Hedge Funds
LPL Research reviews how multi-strategy firms operate.
Weekly Market Performance — March 21, 2025
LPL’s Weekly Market Performance for the week of March 17, 2025, highlights the March Fed meeting, international headlines, and bond market moves.
Key Takeaways From a Sector Valuation Review
LPL Research assesses S&P 500 sector valuations measured by forward price-to-earnings ratios and shares some insights the metrics provide.
U.S. Tax Competitiveness Has Room for Improvement
LPL Research examines the tax competitiveness of the United States and its impact on growth.
Credit Spreads: Recession Indicator or Market Correction?
LPL Research examines the recent widening in credit spreads and evaluates how current levels align with historical trends and past recessions.