Lpl Financial Holdings Inc. · NASDAQ:LPLA

Lpl Financial — Investor Presentation (October 2025)

16 slides from Lpl Financial's investor presentation, Oct 20, 2025

  1. Slide 1: LPL Market Signals

    LPL Market Signals Listen to the New Episode Now! Member FINRA/SIPC

  2. Slide 2: Important Disclosures

    Important Disclosures This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves ri

  3. Slide 3: Agenda

    Agenda 1. Market Recap: Resilience Amid Credit Concerns 2. Deciphering Economic Signals While the Government is Out of Office 3. Cockroaches and Canaries: Assessing the Credit Scare 4. Week Ahead: Earnings and – Finally – CPI Member FINRA/SIPC 3

  4. Slide 4: Market Recap

    Market Recap Resilient Amid Credit Concerns Member FINRA/SIPC

  5. Slide 5: Market Performance

    Market Performance GLOBAL CAPITAL MARKET RETURNS x Price 5-Day 3-Mo. YTD 1-Yr. Price 5-Day 3-Mo. YTD 1-Yr. ($) (%) (%) (%) (%) ($) (%) (%) (%) (%) Domestic Equity Benchmarks (previous day) Global Equity Benchmarks (previous day) S&P 500 6,664.01 1.7 6.1 14.5 15.5 MSCI All-Country World 983.90 1.2 6.

  6. Slide 6: Market Performance (Continued)

    Market Performance (Continued) GLOBAL CAPITAL MARKET RETURNS Price 5-Day 3-Mo. YTD 1-Yr. Price 5-Day 3-Mo. YTD 1-Yr. ($) (%) (%) (%) (%) ($) (%) (%) (%) (%) Fixed Income (previous day) Commodity Indices (previous day) BBG U.S. Agg. Bond Index 2,347.28 0.5 4.1 7.2 5.5 BBG Commodty Index 263.93 1.1 2.

  7. Slide 7: Economic Update

    Economic Update Deciphering Economic Signals While the Government is Out of Office Member FINRA/SIPC

  8. Slide 8: Businesses Report Slowdown in New Orders

    Businesses Report Slowdown in New Orders Source: LPL Research, Bureau of Economic Analysis, Institute of Supply Management, 10/20/25 Member FINRA/SIPC 8

  9. Slide 9: Businesses Report Slowdown in New Orders

    Businesses Report Slowdown in New Orders Source: LPL Research, Federal Reserve, Bureau of Labor Statistics, 08/05/25 Member FINRA/SIPC 9

  10. Slide 10: Cockroaches and Canaries

    Cockroaches and Canaries Assessing the Credit Scare Member FINRA/SIPC

  11. Slide 11: Recent Collapses Suggest Credit Risks are Rising

    Recent Collapses Suggest Credit Risks are Rising Source: LPL Research, Bloomberg, 10/17/25 Lines represent company bond prices. Par price is $100. Past performance is no guarantee of future results. Member FINRA/SIPC 11

  12. Slide 12: Sounding the Alarm?

    Sounding the Alarm? Rating Agencies Are Downgrading More Bank Loan Issuers Than They’re Upgrading Source: LPL Research, Bloomberg, 10/17/25 Past performance is no guarantee of future results. Member FINRA/SIPC 12

  13. Slide 13: High-Yield Spreads Have Widened But Are Still Not Wide

    High-Yield Spreads Have Widened But Are Still Not Wide Source: LPL Research, Bloomberg, 10/17/25 Past performance is no guarantee of future results. Member FINRA/SIPC 13

  14. Slide 14: Week Ahead

    Week Ahead Earnings and – Finally – CPI Member FINRA/SIPC

  15. Slide 15: Week Ahead: Earnings and – Finally – the Consumer Price Index

    Week Ahead: Earnings and – Finally – the Consumer Price Index 10/20/25 Event Period Survey Actual Prior 10/24/25 Event (Continued) Period Survey Actual Prior Leading Index Report (Delayed) S&P Global US Manufacturing PMI Oct P 51.8 -- 52 10/21/25 Event Period Survey Actual Prior S&P Global US Servic

  16. Slide 16: Thank You for Joining

    Thank You for Joining Member FINRA/SIPC

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