The fifth edition of our annual “Voice of the American Workplace” survey, conducted by The Harris Poll on behalf of Franklin Templeton, includes the perspectives of both employers and workers. The 2025 survey found US workers are prioritizing work-life balance and their mental health. Employers are listening and strengthening their focus on improving benefits and communication. In this piece, our Jacque Reardon shares findings from the survey and potential implications for employers.

A Wall Street axiom states that the stock markets lead the economy by about six months. While not a perfect predictor, the stock market reacts to investor expectations about future corporate earnings, economic activity, interest rates, and inflation.

With uncertainty in abundance, we think investors should avoid drastic moves.

Callable bonds make up a large share of the bond market—and introduce one more variable into the bond-investing process.

The April 2 “reciprocal” tariff announcement has introduced a considerable amount of uncertainty and confusion about the path ahead and the end game for President Trump.

How might the recently announced US trade measures translate into economic reality?

VettaFi addresses common questions on midstream/MLPs, oil prices, recessions, and tariffs following last week’s equity sell-off.

With a number of factors at play, the short-term pullback in gold will likely meet resistance to the long-term, unchanged fundamentals,

DoubleLine Global Bond Portfolio Manager Bill Campbell shares DoubleLine’s outlook for risk markets, the U.S. Treasury curve, inflation, growth and Federal Reserve policy in light of Washington’s reciprocal tariffs and reactions of U.S. trade partners.

An enduring image from 2024 will be the capture of the SpaceX booster rocket by the Mechazilla robot arms on its return to Earth.

While there are no absolute winners in a trade war, there may be relative winners in the global stock market for investors to consider.

Lost in the focus on the bludgeoning that tariff policy has had on equity markets, is the impact on global currencies. From the end of February through April 3rd, the U.S. Dollar is down 5.1% relative to other developed market currencies (DXY). In addition, we’ve also seen a violent unwinding of the popular currency carry trade.

At the start of last week, the S&P 500 rallied three days in a row, with investors believing that the tariffs announced on Wednesday would be targeted.

Tariff Turbulence. The President’s long-anticipated tariff announcement on April 2 has come and gone. Our hopes for some clarity, so the uncertainty weighing on confidence and the equity market could subside, were dashed after we heard the breadth and magnitude of the administration’s tariff plan.

We’re adjusting our stance in response to rising risk while maintaining a disciplined view on long-term strategy.

While the path may have twists and turns, the destination seems clear; higher U.S. tariffs.

The recent market drawdown highlights risks of a concentrated S&P 500—and the case for diversification now.

Many of us came into the year with highly concentrated portfolios, which now were faced with changing market conditions.

Markets faced more volatility as Trump’s aggressive tariff measures injected both economic and political uncertainty into the system.

We reexamine our macroeconomic outlook in light of newly announced tariffs, which have exceeded market expectations and prompted us to update our assumptions and analysis.

The markets face a challenging path as tariff policies intensify economic uncertainty, yet opportunities persist for discerning investors.

The Federal Reserve started raising short-term interest rates three years ago and the M2 measure of the money supply – what Milton Friedman said to focus on – soon started declining, hitting bottom in late 2023.

The announcement of global tariffs by President Trump has rocked markets and much is uncertain, but there are key facts for investors to keep in mind.

As investors are uncomfortably aware of, global equity markets have been in freefall since U.S. President Donald Trump’s announcement of “reciprocal tariffs” on April 2.

Last week, we noted that “nothing good happens below the 200-DMA,” and the tariff-induced market crash this past week confirmed that statement. However, we also noted that over the last 30 years, previous failures at the 200-DMA have also often been buying opportunities.

The international trading system is not perfect, but as we have said so many times, freer trade is better than no trade and tariffs are, typically, the worst solution to trade issues between countries.

VettaFi head of sector and industry research Roxana Islam talked to T. Rowe Price PM Dom Rizzo on active tech ETF investing.

Moving forward, investors may want to keep investment-grade options close with a few from Vanguard to consider.

Good news: Tariffs will not make the world end. American businesses will do what they do best, which is adapt. While the probability of a recession has increased, we always get through it and the best businesses thrive. Unless directly affected by tariffs, don’t change your personal plans that much.

Last week's economic landscape was dramatically reshaped by President Trump's announcement of sweeping tariff policies on what he declared "Liberation Day." His announcement triggered a historic sell-off in the stock market.

Global markets are in freefall in response to President Donald Trump’s universal 10% tariff on all goods being imported into the U.S., with as many as 60 countries facing “reciprocal” tariffs on top of that.

The trajectory of small businesses often goes something this: a first-generation entrepreneur starts and grows a company. It could be a software company, but also a plumbing, electrical, or HVAC business.

The 10% across-the-board (ad valorem) tariff and specific reciprocal tariffs on most U.S. trading partners went well beyond what most were expecting.

The incremental tariffs were bolder than market expectations and ushered in new uncertainty.

If tariffs are imposed on gold and silver will their prices rise, fall, or stay the same? We explain facts and myths when it comes to gold prices and tariffs.

China’s prolonged reliance on fiscal stimulus has distorted economic incentives, fueling a housing glut, a collapse in prices, and spiraling public debt. With further stimulus off the table, the only sustainable path is for the central government to relinquish more economic power to local governments and the private sector.

The tariff chaos continues … but the economy remains intact. For now.

On the latest edition of Market Week in Review, Director and Senior Investment Strategist Alex Cousley discussed the details of the Trump administration’s tariff plan and the market’s reaction.

The early days of the Trump administration have brought sweeping tariff announcements. While the situation is fluid, the direction is clear: trade restrictions are likely to increase, with China as a primary target.

U.S. stocks underperformed in the first quarter of 2025, hit by a double whammy from intensifying policy uncertainty and a U-turn in select mega cap stocks.

We examine the April 2 tariff announcement from President Trump, outlining key proposals and the potential implications for trade and market sentiment.

In the report, Fixed Income Portfolio Managers John Lloyd and Greg Wilensky discuss how fixed income markets are responding to Trump’s sweeping tariffs and the implications for investors.

As volatility rises, staying invested is a strategic priority for capturing long-term return potential in a broadening market.

U.S. indexes suffered their worst day since the pandemic, hurt by Trump's massive tariffs that sparked recession fears. Almost every sector fell, with retailers and tech hard hit.

We’d like to discuss our three worst-performing securities in the US portfolio to help our investors understand why we are sitting on our hands and allowing our discipline to proceed.

The Nasdaq-100 Index (NDX) slipped nearly 2.5% last week. That sparked fresh fears that current geopolitical and macroeconomic climates remain headwinds to growth stocks. Those headwinds may imply investors aren’t flocking to AI stocks

The stock market faces severe downside risk ahead, and the U.S. is constrained in the unsystematic monetary and fiscal expansion that both amplified that bubble and fueled record but wholly impermanent corporate profit margins. Meanwhile, the U.S. economy now faces an imminent recession, and if we fail to be vigilant, we, once united Americans, risk losing what is far greater and more valuable than money.

In the report, Fixed income portfolio managers Brent Olson and Tim Winstone reflect on the initial credit market response to President Trump’s tariffs.

The combination of slowing economic growth and stubborn inflation, combined with uncertainty about U.S. tariff policy, is keeping investors cautious.

The popularity of Buffered ETFs, also referred to as Defined outcome ETFs, has exploded over the last five years. Historically there has been a wide deviation in caps over the years.