ClearBridge Investments, an investment management company, released its “ClearBridge Global Infrastructure Income Strategy” second quarter 2025 investor letter. A copy of the letter can be downloaded here. 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...
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