Clearbridge Investments Global Infrastructure Income Strategy Q2 2025 Investor Letter

ClearBridge Investments, an investment management company, released its “ClearBridge Global Infrastructure Income Strategy” second quarter 2025 investor letter. Markets rebounded in the second quarter of 2025 after a first-quarter correction, overcoming tariff, growth, and geopolitical concerns. Initially, stocks fell following President Trump’s announcement of reciprocal tariffs on April 2, but a delay in their implementation, several bilateral trade deals, and a softer stance from Trump on China and Federal Reserve policy helped improve the outlook. Listed infrastructure proved resilient during April’s market fluctuations, outperforming the broader market, and maintained stability as equities rebounded in May and June. In addition, please check the fund’s top five holdings to know its best picks in 2025.

A copy of Clearbridge Investments Global Infrastructure Income Strategy Q2 2025 investor letter can be downloaded here.