Regime Shift

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ClearBridge Value Strategy Q2 2025 Commentary (Mutual Fund:LMVTX)
Seeking Alpha· 2025-09-11 09:55
Pixelimage/iStock via Getty Images By Reed Cassady, CFA, Sam Peters, CFA & Jean Yu, CFA Beware Zombie Drag Market Overview Today’s investment landscape feels like a garden that looks thriving and orderly on the surface but that has started to grow chaotic underneath. Above ground, the stock market is near all-time highs, brushing off bad news with ease, while geopolitical tension, deglobalization, rising debt levels and supply chain disruptions remain at the root level. Nominal growth may be faster but ...