Market Update
The Cash Flow Case for Value
LPL Research explores why value stocks are outperforming, how free cash flow drives returns, and the impact of AI spending on markets. A regime in
August 31, 2026
Tag: Market
LPL Research explores why value stocks are outperforming, how free cash flow drives returns, and the impact of AI spending on markets. A regime in
Talking Points Introduction Global business activity is showing signs of stabilization, but beneath the surface, the world economy remains divided. Growth momentum has improved in
The S&P 500 settled a whirlwind July moderately lower but maintained healthy year-to-date gains. Just one month into the second half, some of our key
Key Talking Points Will Oil Prices Return to Pre-War Levels? It Depends on China’s Economic Growth One of the key questions for investment professionals is
The U.S. initial public offering (IPO) market appears to be entering one of its most consequential periods in years. After a long drought following the
We agree with the consensus view that stock valuations are elevated by traditional measures. But valuations should be considered in the context of the economic
Headlines surrounding the Middle East have dominated investor attention since late February. While uncertainty remains elevated, diplomatic negotiations have supported equities, even as fixed income
In investing, the goal is to find assets that appreciate. That can be accomplished in different ways. One way is to find businesses that aren’t
The melt‑up in the metals market that defined 2025 has extended its strength into the early weeks of the new year, reinforcing the commodity sector’s