ClearBridge Global Growth Strategy Q4 2025 Commentary [Seeking Alpha]
ESSILOR LXTTCA UNSP/ADR (ESLOY)
NASDAQ:AMEX Investor Relations:
essilor.com/en/investors
Company Research
Source: Seeking Alpha
From a sector standpoint, stock selection in information technology, communication services and consumer discretionary negatively impacted results. We added seven new health care positions in the quarter. The largest was EssilorLuxottica (ESLOF), an Italian-French maker of sunglasses and corrective lenses. primeimages/E+ via Getty Images By Elisa Mazen, Michael Feldman, CFA, Michael Testorf, CFA & Pawel Wroblewski, CFA U.S. Reversal Leads to Underperformance Market Overview Global equities produced broad gains in the fourth quarter as most companies looked past lingering This article was written by Quick Insights Stock selection in IT, communication services, and consumer discretionary detracted, while financials and health care contributed positively; overall, sector allocation led to underperformance versus the MSCI ACWI. Low valuations, rapid innovation, and Chinese industrial policy targeting high-value sectors like pharma, batteries, and tech position China f
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- National Vision price target raised to $30 from $26 at Morgan Stanley [Yahoo! Finance]Yahoo! Finance