by lpladvisorsadmin | Feb 28, 2022 | Client Letter, Research
Dear Valued Investor, Stocks have gotten off to a very rocky start in 2022, with the potential for Federal Reserve rate hikes coming and the geopolitical worries over Russia and Ukraine only adding to the uncertainty. We don’t want to minimize the impact of that major...
by lpladvisorsadmin | Feb 22, 2022 | Research, Weekly Market Commentary
Corporate America has capped off an outstanding 2021 with an excellent fourth quarter earnings season so far. Entering 2021, the consensus estimate for S&P 500 Index earnings per share (EPS) was less than $170. Now with fourth quarter results mostly in the books,...
by lpladvisorsadmin | Feb 15, 2022 | Research, Weekly Market Commentary
High inflation continues to cloud the economic outlook while its impact on the potential path of rate hikes has left markets unsettled. Inflation is a serious topic, but occasionally it’s useful to revisit it from a lighter perspective. Today is Valentine’s Day, and...
by lpladvisorsadmin | Feb 8, 2022 | Research, Weekly Market Commentary
The near-10% correction in the S&P 500 Index and even larger drawdown in the Nasdaq have gotten a lot of attention this year. What hasn’t gotten as much attention—and maybe surprising to some—is the relative resilience in equity markets outside the U.S. In our...
by lpladvisorsadmin | Feb 8, 2022 | Global Portfolio Strategy, Research
Key changes from January’s report: § Upgrading emerging market equities to neutral from negative Stocks fell in January, as the S&P 500 Index lost 5.3% for the month. The Federal Reserve’s dramatic hawkish pivot garnered most of the blame for the weak start of...
