ClearBridge Investments Q2 2025 Commentary

2025-07-08 09:50:00 ET

By Jeffrey Schulze, CFA

The Long View: Push-Pull - Trump Policies Creating Tug of War in Markets

In physics, force is an influence that causes an object to speed up, slow down or change direction. It is essentially a push or pull resulting from the interaction between two objects, as described by Newton’s laws of motion. Sometimes forces oppose one another, creating friction or resistance that holds back the movement of an object. This is apt when considering the impacts of the Trump administration’s policy agenda, which has generated various opposing forces on economic growth this year. An initial tariff force pushed the S&P 500 Index 18.9% below its February peak in the aftermath of Liberation Day. However, different policy forces expected to positively influence economic and earnings growth in the months ahead helped to pull equities back to new all-time highs by late June....

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