ClearBridge International Growth ADR ESG Portfolios Q1 2026 Commentary
International equities faced a decline in March due to escalating tensions in the U.S.-Israel conflict with Iran, leading to mixed quarterly performance. The Portfolio's limited exposure to traditional energy significantly affected its relative performance during a period when the energy sector surged. Japan emerged as a notable market, benefiting from rising interest rates and governance reforms that are expected to enhance returns on equity.
- ▪International equities declined in March amid the U.S.-Israel conflict with Iran.
- ▪The Portfolio's limited exposure to traditional energy impacted its performance negatively.
- ▪Japan is highlighted for its rising interest rates and governance reforms that support higher returns.
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