2Q25 Market Review: Suddenly It’s a Folk Song

Though the early-April “Liberation Day” tariffs announcement struck a discordant note, a delay in the most punitive levies proved to be sweet music to investors even as trade noise continued to reverberate throughout the quarter.

Learn more

2Q25 Market Review: Suddenly It’s a Folk Song

Though the early-April “Liberation Day” tariffs announcement struck a discordant note, a delay in the most punitive levies proved to be sweet music to investors even as trade noise continued to reverberate throughout the quarter.

Learn more

  • All-Time Highs and Expectations Amid Real-Time Risks

    Portfolio Manager and Senior Research Analyst Christian Heck discusses how euphoria over artificial intelligence and complacency have driven equity markets to all-time highs and potential risks and opportunities that may arise from the latest US tariff proposals.

  • Monthly Video

    Stable Yield Solutions in Uncertain Times

    Portfolio Manager and Senior Alternatives Strategist Larry Holzenthaler explains what is driving the resilience of loan valuations despite ongoing economic concerns and why an allocation to this asset class at current valuations still offers a potentially stable solution.

Investment Culture

Differentiated investment approaches; an undivided commitment to long-term client outcomes.

First Eagle Investments over time has deliberately sought to nurture an investment-led culture supported by a set of core investment tenets that encourages philosophical autonomy among our portfolio management teams in pursuit of client goals.

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