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Midyear Outlook 2026: Policy, Buildouts, & Bottlenecks (4)

Start Date:7/25/2026

Start Time:12:00 PM EDT

Duration:60 minutes

Abstract:

In an environment shaped by policy shifts, evolving artificial intelligence (AI) investment, and global economic uncertainty, clients are relying on you more than ever for insight and perspective. Join LPL Research for a focused discussion on the Midyear Outlook 2026 and what it may signal for markets and portfolios in the months ahead. This session will explore key themes including the impact of U.S. midterm elections, the next phase of AI-driven growth, shifting Federal Reserve (Fed) leadership, and the role of commodities and real assets in a more fragmented global economy. You’ll walk away with practical insights to help you navigate market developments and make more confident, informed investment decisions.

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Speakers

Marc Zabicki, Chief Investment Officer, LPL Financial
Kristian Kerr, Head of Macro Strategy, LPL Financial
Dr. Jeffrey Roach, Chief Economist, LPL Financial
Jeffrey Buchbinder, Chief Equity Strategist, LPL Financial
Lawrence Gillum, Chief Fixed Income Strategist, LPL Financial
Adam Turnquist, Chief Technical Strategist, LPL Financial
Michael McClain, Senior Investment Analyst, LPL Financial
Mary Kate Clement, Vice President, Government Relations, LPL Financial


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