ClearBridge International Value Strategy Q2 2025 Commentary

2025-07-09 08:10:00 ET

By Sean Bogda, CFA, Grace Su & Jean Yu, CFA, Ph.D.

Despite Trade Turmoil, International Stocks Rise

Market Overview

Global equity markets posted positive returns in the second quarter, with a series of bilateral U.S. trade deals and prospect of greater government spending in Europe overcoming tariff concerns, fears of economic slowing and geopolitical tensions. As a result, the core MSCI EAFE Index rose 11.8%, outperforming the 10.9% return of the S&P 500 Index. Strong performance in the more cyclical communication services and information technology ((IT)) sectors helped growth stocks reclaim market leadership with the MSCI EAFE Growth Index (13.5%) outperforming the MSCI EAFE Value Index (10.1%)....

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