Thought Leadership Videos

Quarterly Views from First Eagle Municipal Credit Team: 4Q25

Quarterly Views from First Eagle Municipal Credit Team: 4Q25

Could Munis Roar in 2026?

John Miller, head and chief investment officer of the Municipal Credit team, shares his outlook on Fed policy and inflation heading for 2026, and explains how sound fundamentals and attractive valuation potentially set the stage for a strong muni rebound as technical headwinds begin to ease.