LPL Research Market Signals Podcast

Finding Yield In A Low Yield World

LPL Research

LPL Research discusses some under-the-radar ideas to add yield to your portfolio in a low yield environment.

Subscribe to the Market Signals podcast series on iTunesGoogle Podcasts, or Spotify and find us on the LPL Research YouTube channel.


Under The Radar Income Ideas

LPL Research discusses some under-the-radar ideas to add income to portfolios, including energy and bank stocks. Although not the most typical places to hunt for yield like traditional fixed-income investments and high dividend paying stocks like utilities and real estate, Ryan Detrick and Jeffrey Buchbinder explain that these equities offer attractive yields and are benefiting from some market tailwinds that may enable capital appreciation and solid dividends, without adding unwanted interest rate sensitivity.

Chart - Energy Sports Highest Dividend Yield Among S&P 500 Sectors

Inflation Expectations Highest Since 2014

Inflation expectations are the highest they’ve been in eight years. In this week’s podcast we take a look at some of the factors driving inflation, why accelerating prices in the near term may not be worrisome, and some forces that may limit the potential for sustained increases in inflation.

Chart - Long Term Inflation Expectations Rise to Top of Range Since Mid-2013

Year Of The Ox

The Chinese New Year (often called the Lunar New Year) kicked off Friday, February 12, and with it will begin the Year of the Ox. Although we would never suggest investing based on the zodiac signs—it is important to note that the Year of the Ox has historically been quite strong for equities. In the accompanying chart you can see how stocks have done historically under the 12 Zodiac signs, with the Goat, Tiger, and Ox as the best, while the Rooster and Snake have been the worst. This relationship is random and the sample size is small. Still, here’s hoping that the Year of the Ox plays out well for the bulls once again!

Chart - Year of The Ox Could Have Bulls Smiling

Tune in now

Listen to the entire podcast to get the LPL strategists’ views and insights on current market trends in the US and global economies. To listen to previous podcasts go to Market Signals podcast. You can subscribe to Market Signals on iTunesGoogle Podcasts, or Spotify and find us on the LPL Research YouTube channel.




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 risks including possible loss of principal. Any economic forecasts set forth in the podcast may not develop as predicted and are subject to change.

References to markets, asset classes, and sectors are generally regarding the corresponding market index. All indexes are unmanaged and cannot be invested into directly. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. All performance referenced is historical and is no guarantee of future results.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services. LPL Financial doesn’t provide research on individual equities. All information is believed to be from reliable sources; however, LPL Financial makes no representation as to its completeness or accuracy.

All index data is from FactSet.

All information is believed to be from reliable sources; however, LPL Financial makes no representation as to its completeness or accuracy.

This Research material was prepared by LPL Financial, LLC. 


For Public Use — Tracking #: 1-05110831 (02/22)