Macro & Market Views

June Views from First Eagle Global Value Team

June Views from First Eagle Global Value Team

How Scarcity Is Reasserting the Strategic Value of Real Assets

Deputy Head of Global Value and Portfolio Manager Julien Albertini explains what is driving the shift in market leadership from capital-light businesses to companies that control scarce tangible assets and how the Global Value team seeks scarcity by focusing on sectors with competitive advantages rooted in physical property.