James Hendries

MARCH 6, 2023

The LPL Research Strategic and Tactical Asset Allocation Committee (STAAC) recommends a slight overweight allocation to equities, favors value over growth, small caps over large caps, and the energy, healthcare, and industrials sectors. Insurance products are offered through LPL or its licensed affiliates.

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James Hendries

NOVEMBER 22, 2022

Recent wholesale inflation tells a similar story of a peak in pricing pressures, which has been the expectation of the Strategic and Tactical Asset Allocation Committee (STAAC) at LPL Research. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges.

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James Hendries

JUNE 20, 2023

LPL’s Strategic and Tactical Asset Allocation Committee (STAAC) recommends a neutral tactical allocation to equities, with a modest overweight to fixed income funded from cash. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges.

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James Hendries

JANUARY 13, 2023

And on the asset allocation side, the team’s preference for value stocks throughout the year turned out to be a win. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. Insurance products are offered through LPL or its licensed affiliates.

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James Hendries

JULY 3, 2023

LPL’s Strategic and Tactical Asset Allocation Committee (STAAC) recommends a neutral tactical allocation to equities, with a modest overweight to fixed income funded from cash. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges.

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James Hendries

AUGUST 15, 2022

We maintain our preference for equities over fixed income and cash in our recommended tactical asset allocation. Index performance is not indicative of the performance of any investment and does not reflect fees, expenses, or sales charges. Insurance products are offered through LPL or its licensed affiliates. Conclusion.

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The Big Picture

AUGUST 20, 2024

We were one of the last to get what’s called a value added license to the compus stat database. And so that then led to the sale of that business in the late 1990s to Credit Suisse. And so the institutional space, or most asset selectors, asset allocators are gonna look for managers that are trying to add value.

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ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.

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ClearMoney

MARCH 1, 2022

2 It is reasonable to assume a portion of that trading activity represented asset allocation changes motivated by market viewpoints, rather than buy-and-hold position accumulation. For example, the largest S&P 500 ETF had the highest average daily trade volume of US-listed securities in 2021, at $31 billion USD.2

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ClearMoney

JANUARY 4, 2022

Daily portfolio management can spare investors from such style drift by rebalancing portfolios incrementally over time, keeping them focused on the targeted asset allocation and putting investors in a better position to capture higher returns. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd.,

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ClearMoney

FEBRUARY 22, 2022

The report examined the results of two types of funds7, each holding a mix of stocks and bonds: Balanced: Minimal change in allocation to stocks. Tactical Asset Allocation: Periodic shifts in allocation to stocks. Arnott, “Tactical Asset Allocation: Don’t Try This at Home,” Morningstar, September 20, 2021.

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James Hendries

JULY 6, 2022

For more risk-tolerant investors or investors with neutral positioning, we would consider increasing equity allocations slightly, as the LPL Research Strategic and Tactical Asset Allocation Committee (STAAC) has done in July as more evidence that the market’s bottoming process is progressing has emerged. IMPORTANT DISCLOSURES.

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The Big Picture

NOVEMBER 25, 2024

We were talking about luck earlier, got introduced to a local asset manager outside of Boston who saw what I was working on and said, this is really interesting. Would you license these models to me? I’m a broke college student who needs some beer money. Oh yeah, for sure. It’s a bit of a mouthful.

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James Hendries

NOVEMBER 8, 2022

Barry Gilbert , PhD, CFA, Asset Allocation Strategist, LPL Financial. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. Insurance products are offered through LPL or its licensed affiliates. Our best advice: Just go and vote.

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