2.19.25 Strategic Asset Allocation 2025: A 3-to-5-Year Perspective of Markets
As we move deeper into 2025, LPL Research's Strategic and Tactical Asset Allocation Committee (STAAC) has updated its Capital Market Assumptions (CMA) and Strategic Asset Allocation (SAA) to provide guidance on long-term asset allocation and strategic market views over the next three to five years.
A Time to Reduce Risk
LPL Research is reducing risk in their portfolios with long-term investment horizons. The risk-reward trade-off for both stocks and bonds is being challenged by a slowing-growth environment, elevated inflation, and a "higher-for-longer" interest rate outlook. The expansion of equity
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