From the Desk of Ryan Beamon

Oil Prices, Interest Rates, and Strong Earnings

LPL Research discusses how geopolitical tensions, rising rates, and strong earnings are shaping markets, underscoring the importance of diversification.

Red Flags Missing from Manager Performance Screens

LPL Research continues its manager research series, exploring red flags that never appear in performance screens and often emerge in manager interactions.

Weekly Market Commentary | Can Hyperscalers’ AI Ambitions Add Up? | July 27, 2026

LPL Research explores whether hyperscalers can generate attractive returns on massive AI investments through a framework focused on ROIC, growth, and capex.