The Strategic and Tactical Asset Allocation Committee maintains its overweight equities recommendation relative to bonds.
Global Portfolio Strategy
The Strategic and Tactical Asset Allocation Committee revised S&P 500 year-end fair value target of 4,000-4,100.
The Strategic and Tactical Asset Allocation Committee downgraded its view of emerging market equities from neutral to negative.
The STAAC Committee maintains its overweight equities recommendation relative to bonds for August based on the belief that near-term recession fears may be overdone.
LPL Research continues to believe that tactical investors should tilt portfolios in favor of stocks over bonds relative to their respective targets.
LPL Research expects solid economic and earnings growth to help U.S. stocks deliver solid gains in 2022.
LPL Research continues to favor stocks over bonds and expects cyclical value stocks to perform well.
October gets a bad rap—but it has historically been the best one for stocks and we see further (but modest) gains for stocks over the rest of the year.
We see modest gains for stocks over the rest of the year, powered by a strong economic growth outlook and tremendous earnings momentum…
See LPL Research’s latest monthly market outlook in the August 2021 Global Portfolio Strategy.
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