The LPL Midyear Outlook is here, meaning this is a great time to reflect on:
• how we got here
• how you’re tracking towards your 2026 goals,
• and how best to position things moving forward.
We highly recommend you dive into the full report here: https://www.lpl.com/content/dam/edam/series/outlook/midyear-outlook/midyear-outlook-2026-report.pdf
Ryan shared that this report includes “some of the best work that I’ve seen our Research Team put together.”
Ryan’s Takeaways
- Earnings must do some heavy lifting again (p15)
- AI is maturing and focus is likely to move from buildout to beneficiaries and return on investment (p7)
- “The market is moving from pricing in promise to pricing in execution and returns” “… winners show monetization …” (p8)
- Policy will continue to be a factor in the market’s movements … with a new Fed Chair and the Mid Term elections coming up – “investors should be ready to lean into dip-buying opportunities …” (p3)