Lincoln Financial releases its Q3 Market Intel Exchange, spotlighting key market and investment trends

RADNOR, Pa.--(BUSINESS WIRE)-- Lincoln Financial (NYSE: LNC) today announced the release of its third quarter edition of Market Intel Exchange, a comprehensive chartbook and report offering in-depth analysis of current market and economic trends. Developed through the company’s in-house research and in collaboration with leading asset managers on its multimanager platform, the report delivers actionable intelligence for investors as they navigate today’s dynamic environment.

This quarter’s report provides a balanced perspective on the potential implications of evolving economic policy, strategies for managing market volatility and finding opportunity amid uncertainty.

Key findings and takeaways from the Q3 Market Intel Exchange include:

Investors maintain a measured perspective amidst the flurry of both headwinds and tailwinds coming from Washington, D.C. After a late-2024 market rally driven by optimism around potential for policy shifts from the new Administration, investor sentiment has become more balanced in 2025 as markets weigh both the opportunities and the risks, including trade tensions, deficit concerns and policy uncertainty.

Focus on tax policy and fiscal implications. Tax provisions in the One Big Beautiful Bill Act remain a central consideration. While expanded tax cuts for individuals and businesses may support investor sentiment, concerns remain that an even wider federal deficit could surface more doubt from investors about fiscal sustainability and put upward pressure on interest rates.

The upside of uncertainty. Economic policy uncertainty has remained well above historical norms for most of 2025. Lincoln’s analysis found that periods of elevated uncertainty have historically been followed by stronger than average returns for U.S. stocks — highlighting the importance of tuning out the headlines and maintaining a disciplined, long-term investment approach.

“As we enter the back half of 2025, the tone from investors is one of cautious optimism. Markets and the broader economy have shown an encouraging level of resilience despite a complex mix of uncertainty stemming from trade and tariff concerns, interest rates, global conflicts and more,” said Jayson Bronchetti, Chief Investment Officer, Lincoln Financial. “At Lincoln, we are committed to delivering timely, actionable insights that help financial professionals guide their clients toward their long-term financial goals.”

Additional market and economic related insights from Lincoln Financial and its network of asset management partners can be found on the Market Insights page.

About Lincoln Financial

Lincoln Financial helps people confidently plan for their vision of a successful financial future. As of December 31, 2024, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection, and retirement plan services. As of March 31, 2025, the company had $312 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, PA., Lincoln Financial is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates.

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Lincoln Financial Contact:

Karyn Baldwin

610-909-1789

Karyn.Baldwin@lfg.com

Media Relations

Source: Lincoln Financial