WCN - ClearBridge Select Strategy Q2 2025 Commentary
2025-07-23 09:35:00 ET
By Aram Green
AI Contributions in All Shapes and Sizes - Market Overview
U.S. equities rebounded strongly from tariff and geopolitical scares to deliver healthy gains in the second quarter. The S&P 500 Index returned 10.9%, swinging from a near bear market to an all-time high, while the benchmark Russell 3000 Index advanced 11.0% as risk-on sentiment took hold after tariff implementation was delayed. Growth stocks led across market caps, with the Russell 3000 Growth Index (+17.6%) outperforming its value counterpart by more than 1,300 basis points. The Russell 2500 Growth Index, home to many of the small and mid cap companies we target in the ClearBridge Select Strategy, rose 11.3% for the quarter, slightly outpacing the broader market but not enough to offset the significant underperformance in the first quarter....
ClearBridge Select Strategy Q2 2025 Commentary