Macro & Market Views

Quarterly Views from First Eagle Global Value Team: 1Q26

Quarterly Views from First Eagle Global Value Team: 1Q26

Navigating Overlooked Risks and Unintended Consequences

In this quarter's Views from the Global Value team, Portfolio Manager and Senior Research Analyst Adrian Jones explains why sustained geopolitical tensions may cause inflation to broaden beyond energy, pressure corporate earnings and weaken the US dollar, and how the team is positioned to capitalize on potential market dislocations.