LPL Research explains why they remain constructive on equities for the second half, but not complacent

LPL Research explains why they remain constructive on equities for the second half, but not complacent
2022 has been a rough year for the U.S. consumer, but LPL Research shares some potential signs that energy trends could be changing.
LPL Research discusses the bear market and the trends of the stock market after a bear market.
LPL Research discusses what investors should expect with the new bear market.
LPL Research discusses the outlook for diversified portfolios of stocks and bonds to make the case that the 60/40 portfolio isn’t dead.
Many pundits are issuing recession warnings and saying the economy is heading for a hard landing.
The Strategic and Tactical Asset Allocation Committee (STAAC) made only minor asset allocation changes for June, including shifting from communication services to energy, which translated into a modest value tilt.
The bull market that began in March of 2020 came dangerously close to an end. From March 23, 2020 through January 3, 2022, the S&P 500 Index gained 114% (excluding dividends).
In this week’s Weekly Market Commentary, LPL Research lays out the bull case for the second half of the year.
Some investors might be rethinking the utility of core bonds, and LPL Research explains why that might be a mistake.