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February 6, 2025
Financials Analyst Miguel del Gallego and Portfolio Manager Steve Rigo join Jeff Schulze to discuss whether the Trump bump to financials since Election Day can continue. They highlight potential impacts of policies geared toward deregulation and tariffs, how persistent inflation could affect banks and other financial stocks and the outlook for increased M&A activity.
Past performance is no guarantee of future results. Copyright © 2025 ClearBridge Investments. All opinions and data included in this commentary are as of the publication date and are subject to change. The opinions and views expressed herein are of the author and may differ from other portfolio managers or the firm as a whole, and are not intended to be a forecast of future events, a guarantee of future results or investment advice. This information should not be used as the sole basis to make any investment decision. The statistics have been obtained from sources believed to be reliable, but the accuracy and completeness of this information cannot be guaranteed. Neither ClearBridge Investments, LLC nor its information providers are responsible for any damages or losses arising from any use of this information.
Performance source: Internal. Benchmark source: Standard & Poor's.
