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Global Portfolio Strategy | As Goes January, So Goes the Year? | February 10, 2025

The LPL Strategic and Tactical Asset Allocation Committee upgraded large growth and consumer discretionary, while downgrading small value and materials.
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Tariff Transition

LPL Research discusses the U.S. economy’s expected 2% growth, robust corporate earnings, and the impact of tariffs and AI on the market.
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Earnings Season Recap: Strong Growth, Big Upside, Now What?

LPL Research provides a recap of fourth quarter earnings season and examines the feasibility of double-digit earnings growth in 2025.