Asset Allocation Definition Economics License 
James Hendries
JULY 13, 2022
Increased equity exposure in tactical asset allocation from 62% to 65%. Reduced low duration core bond allocation and increased allocation to small cap equities. Although energy prices came down some, weakening economic data and the lack of a cease-fire in Ukraine offset the modest gas price relief.
James Hendries
SEPTEMBER 27, 2022
The LPL Research Strategic and Tactical Asset Allocation Committee is increasing its recommended interest rate exposure in its tactical allocation from underweight to neutral. As we know from historical precedents, when the Fed aggressively raises rates, economic growth slows or outright contracts, which is the Fed’s goal.
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James Hendries
NOVEMBER 3, 2022
Some recent softening in economic data, coupled with signals from the bond market, may be indicating that Fed policymakers’ concerted inflation fight may be closer to the end than the beginning. We should also have slowing corporate earnings growth and greater economic uncertainty to contend with, some formidable seas to navigate.
James Hendries
AUGUST 15, 2022
due to expectations of slowing economic growth. The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. Any economic forecasts set forth may not develop as predicted and are subject to change. We could see a retest of 3.5%
James Hendries
JUNE 26, 2023
However, the impending end of the Federal Reserve (Fed) rate-hiking campaign, and the economy’s and corporate America’s resilience, help make the bull case that steers LPL Research toward a neutral, rather than negative, equities view from a tactical asset allocation perspective. Diversification does not protect against market risk.
James Hendries
JUNE 20, 2023
That’s not suggesting another 2008 is coming, but rather highlights how fast the economic environment can change. Along with the statement, the Committee updated the Summary of Economic Projections (SEP), which is arguably more important than the brief monetary policy statement.
James Hendries
DECEMBER 4, 2022
Economic and corporate data support the initial strong reads on holiday retail sales despite the macro headwinds, reinforcing the idea that today’s consumer is in a better position than usual at this point in the business cycle. Any economic forecasts set forth may not develop as predicted and are subject to change.
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