Thought Leadership Videos

March Views from First Eagle Global Value Team

March Views from First Eagle Global Value Team

From Iran to AI: Seeking Resilience and Opportunity

Portfolio Manager and Senior Research Analyst George Ross explains why hostilities in the Middle East underscore the value of energy as a potential hedge against geopolitical tail risks and how the artificial intelligence (AI) investment narrative creates opportunities in select enterprise software businesses that function as systems of record, house proprietary data or have a regulatory moat.