Lpl Financial Holdings Inc. · NASDAQ:LPLA
Lpl Financial — Investor Presentation (March 2026)
20 slides from Lpl Financial's investor presentation, Mar 30, 2026
Slide 1: LPL Market Signals
LPL Market Signals Listen to the New Episode Now! Member FINRA/SIPC
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
Slide 3: Agenda
Agenda 1. Market Recap: Five Straight Down Weeks as Off Ramp in Iran Yet to Appear 2. Fixed Income Update: The Most Important Chart in Bond Land (Plus Four More) 3. Another Quarter of Double-Digit Earnings Growth Likely on Tap; But Will Markets Care? 4. Week Ahead: Jobs Report Coming Friday (Despite
Slide 4: Market Recap
Market Recap Five Straight Down Weeks as Off Ramp in Iran Yet to Appear Member FINRA/SIPC
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 6,368.85 -2.1 -7.8 -6.7 13.2 MSCI All-Country World 960.87 -1.5
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 2,330.28 -0.1 -0.8 -0.8 4.4 BBG Commodty Index 343.06 3.4
Slide 7: S&P 500 is Nearing Correction Territory
S&P 500 is Nearing Correction Territory Source: LPL Research, Bloomberg, 03/30/26 All indexes are unmanaged and cannot be invested in directly. Past performance is no guarantee of future results. Member FINRA/SIPC 7
Slide 8: S&P 500 Drawdowns & Returns by Year
S&P 500 Drawdowns & Returns by Year Since 1950: Average Max Drawdown= -13.7% Average Gain= 9.6% Positivity Rate= 73.7% Source: LPL Research, Bloomberg 03/29/26 Past performance is no guarantee of future results. The modern design of the S&P 500 stock index was first launched in 1957. Performance bac
Slide 9: Fixed Income Update
Fixed Income Update The Most Important Chart in Bond Land (Plus Four More) Member FINRA/SIPC
Slide 10: 10-Year Yield Still in a Range
10-Year Yield Still in a Range Source: LPL Research; Bloomberg 03/30/26 Disclosures: All indexes are unmanaged and cannot be invested in directly. Past performance is no guarantee of future results. Member FINRA/SIPC 10
Slide 11: 2Y/10Y Curve Spread Has Collapsed
2Y/10Y Curve Spread Has Collapsed Source: LPL Research; Bloomberg 03/30/26 Disclosures: All indexes are unmanaged and cannot be invested in directly. Past performance is no guarantee of future results. Member FINRA/SIPC 11
Slide 12: Rate Volatility has Increased
Rate Volatility has Increased Source: LPL Research; Bloomberg 03/30/26 Disclosures: All indexes are unmanaged and cannot be invested in directly. Past performance is no guarantee of future results. Member FINRA/SIPC 12
Slide 13: Most Important Chart in Fixed Income Right Now
Most Important Chart in Fixed Income Right Now Chart shows 5-Year Treasury Inflation-Protected Securities Breakeven Inflation Rates, 5-Year/5-Year Forward Breakevens, 2-year Breakevens, and 5-year breakevens. Source: LPL Research; Bloomberg 03/30/26 Disclosures: All indexes are unmanaged and cannot
Slide 14: Finally, Some Movement in Credit Spreads
Finally, Some Movement in Credit Spreads Source: LPL Research; Bloomberg 03/30/26 Disclosures: All indexes are unmanaged and cannot be invested in directly. Past performance is no guarantee of future results. Member FINRA/SIPC 14
Slide 15: Double-Digit Earnings Growth Streak Likely to Continue in Q1
Double-Digit Earnings Growth Streak Likely to Continue in Q1 But Will Anyone Care? Member FINRA/SIPC
Slide 16: S&P 500 Double-Digit Earnings Growth Streak Poised to Continue
S&P 500 Double-Digit Earnings Growth Streak Poised to Continue. Source: LPL Research, FactSet, 03/26/26 Disclosures: All indexes are unmanaged and cannot be invested in directly. Past performance is no guarantee of future results. Estimates may not materialize as predicted and are subject to change.
Slide 17: Margin Expectations are Likely Overly Optimistic
Margin Expectations are Likely Overly Optimistic Mideast Conflict Makes Future Margin Expansion More Difficult Source: LPL Research, FactSet, 03/26/26 Disclosures: All indexes are unmanaged and cannot be invested in directly. Past performance is no guarantee of future results. Estimates may not mate
Slide 18: Week Ahead
Week Ahead Jobs Report Coming on Good Friday (Even Though Markets are Closed) Member FINRA/SIPC
Slide 19: Week Ahead: Jobs Report Coming on Good Friday (Markets Closed)
Week Ahead: Jobs Report Coming on Good Friday (Markets Closed) Monday 3/30 Tuesday 3/31 Wednesday 4/1 Thursday 4/2 Friday 4/3 Dallas Fed Manf. Activity FHFA House Price Index MoM MBA Mortgage Applications Challenger Job Cuts YoY Change in Nonfarm Payrolls 10:30 US Mar 09:00 US Jan 07:00 US Mar 27 07
Slide 20: Thank You for Joining
Thank You for Joining Member FINRA/SIPC
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