Videos

Quarterly Views from First Eagle Municipal Credit Team: 2Q25

Quarterly Views from First Eagle Municipal Credit Team: 2Q25

Fundamentals Anchor Opportunity Amid Tariff Tantrum

John Miller, head and chief investment officer of the Municipal Credit team, discusses why he believes the recent tariff tantrum has created an attractive entry point for municipal bonds, his outlook on Fed policy and inflation, and why he expects fundamentals to remain stable.