Videos

Quarterly Views from First Eagle Global Value Team: 2Q25

Quarterly Views from First Eagle Global Value Team: 2Q25

Is the Recent US Recovery Too Good to Be True?

In this quarter's Views from the Global Value team, Portfolio Manager and Senior Research Analyst Adrian Jones explains why he is skeptical that the recent V-shaped recovery is signals the return of US exceptionalism, his outlook for Fed policy and corporate fundamentals, and why he thinks the US dollar may be vulnerable despite its recent rally.