LPL Research: Stocks and bonds rise, Fed-speak ahead

Big thanks to Collin Martin, CFA from the Schwab Center for Financial Research for joining me IN the Nasdaq to explain why TIPS and foreign bonds are worth a look in the current fixed income environment. Check it out here at InvestmentNews.

Wilmington Trust’s Chief Investment Strategist Meghan Shue joined CNBC 's ‘Closing Bell’ to discuss equity and market optimism. Despite market volatility, she sees strength in the fundamentals and believes the equity rally still has room to run. https://lnkd.in/e_F_4jA4

“Small-cap stocks as a strategic component for investors seeking diversification and long-term growth”   Richard Brown, CFA, a client portfolio manager at Janus Henderson Investors will be joining Nordic Fund Selection Awards in Stockholm in November and he looks forward to insightful discussions with Nordic investors.   In his presentation he will argue that global small-cap stocks present unique investment opportunities distinct from large-cap equities, challenging several common misconceptions. He will debunk common myths and present how their sector exposures, resilience to interest rates and valuation advantages are positioning small-cap stocks as a strategic component for investors seeking diversification and long-term growth.   Institutional investors and fund selectors can sign up for the event at the link in the comments.

What's the role of index providers in today's markets? Watch highlights from S&P Dow Jones Indices' Brandon Hass, CIMA®, Cerulli Associates' Brendan Powers, CFA, Delta Wealth Advisors' Niko Finnigan, CFA, CAIA® and Sunpointe Investments' Robert H. Mooney, III, CPM®'s deep dive into how advisors are putting an expanding range of index tools to work to build model portfolios, increase efficiencies and tailor strategies to meet client objectives. #ModelPortfolios #Investment #Advisors #Indices [17793]

Eye-wateringly high US equity valuations bode poorly for long-term returns. The average investor’s equity allocation, which tends to be inversely correlated with long-term returns, has also reached an all-time high. Read our latest commentary from CIO Michael Crook here: https://lnkd.in/eWFPxysh #equities #investmentstrategy

For much of the past 15 years, international equities have underperformed relative to U.S. equities. However, international equities have outperformed U.S. equities by more than 10% this year. The gap peaked at 17% in April but has narrowed since. We expect the gap to continue to narrow, with U.S. equities likely to regain relative growth over international equities in the next six months. Adam Coons, CFA, Chief Investment Officer at Winthrop Capital Management, gives insight on international exposure within portfolios to Julie Hyman on Yahoo Finance. Watch here: https://lnkd.in/g5dK8vi3

The secondary space is no longer a niche corner of the private equity market. It has become a strategic tool for managing liquidity in all market environments, and momentum is only building. In our recent paper, “1,000 words or less: Secondaries to the rescue,” we explore what’s driving this shift and why we believe the market is poised for further growth. Here are the highlights: - Private equity NAV reached $8.7 trillion in 2024, but secondary volume remains at just ~1% penetration - Distributions are growing, but NAV is growing faster, signaling a structural disconnect - With exit markets still tight, 1H25 saw a record $54 billion in LP-led deal volume trade - GP-leds have evolved into a mainstream exit option, preserving exposure to high-conviction “trophy assets” 📄 Read the full paper here: https://bit.ly/46tEwEk

The secondary space is no longer a niche corner of the private equity market. It has become a strategic tool for managing liquidity in all market environments, and momentum is only building. In our recent paper, “1,000 words or less: Secondaries to the rescue,” we explore what’s driving this shift and why we believe the market is poised for further growth. Here are the highlights: - Private equity NAV reached $8.7 trillion in 2024, but secondary volume remains at just ~1% penetration - Distributions are growing, but NAV is growing faster, signaling a structural disconnect - With exit markets still tight, 1H25 saw a record $54 billion in LP-led deal volume trade - GP-leds have evolved into a mainstream exit option, preserving exposure to high-conviction “trophy assets” 📄 Read the full paper here: https://bit.ly/46tEwEk

Seasonality matters for #stockmarket investing. Consumers of our research know we espouse seasonality as an important input to our equity allocation work. Trend matters as well. Uptrends create a higher probability environment. As the fourth quarter of 2025 commences, this up-trending market and the time of year augur well for future performance. [Source: Strategas Securities LLC 2025.09.30] Past performance does not guarantee future results. #LRGWealthAdvisors #investmentadvice #wealthbuilding #LaRueGibson #financialadvisor

🌐 Want to beat the market? The odds are not in your favour. ☔ In our new article "Why Index Investing (Almost) Always Beats Stock-Picking" we detail our convictions on how a disciplined, low-cost indexed approach outperforms for long-term investors. • Facts: >80% of active equity managers underperform their benchmark over 10 years (SPIVA). • The silent killer: fees compound (small gaps become large losses over decades). • The discipline: indexing removes timing bias and emotional mistakes. If you’re building durable wealth, capture the market’s return rather than exhausting yourself trying to beat it. 👉 Read the full article: https://lnkd.in/d4zSdCFb #IndexInvesting #PassiveInvesting #WealthManagement #LongTermInvesting