July Views from First Eagle Global Value Team
July Views from First Eagle Global Value Team
The Bird's Eye View Blog
We’re excited to share timely market insights, thoughtful perspectives and expert commentary as part of our commitment to providing modern investment solutions to modern challenges.
The Bird's Eye View Blog
We’re excited to share timely market insights, thoughtful perspectives and expert commentary as part of our commitment to providing modern investment solutions to modern challenges.
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How Scarcity Is Reasserting the Strategic Value of Real Assets
Deputy Head of Global Value and Portfolio Manager Julien Albertini explains what is driving the shift in market leadership from capital-light businesses to companies that control scarce tangible assets and how the Global Value team seeks scarcity by focusing on sectors with
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“Goldilocks” Scenario 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 widespread fiscal stimulus, tax cuts and rising commodity costs pose a risk to the current "Goldilocks" growth scenario that has been fueled by artificial
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The Case for US Small Caps Now
Bill Hench, portfolio manager and head of the Small Cap team, spoke to Wealthwise about why US small cap stocks potentially offer such a compelling risk-reward opportunity despite the greater risks of small companies compared to larger businesses, and why the recent resurgence of
Strategies
- Equities
Adopting a business-owner mindset in an effort to build resilient portfolios of stocks across geographies and market capitalizations.
- Global
- US Small Cap
- Fixed Income & Currencies
Applying vigorous underwriting discipline to income-oriented opportunities in investment grade and non-investment grade securities.
- Currency Management
- High Yield
- Investment Grade
- Short-Term Liquidity
- Sovereign Debt
- US Municipals
- Alternative Credit
Searching for differentiated sources of risk and return, income and hedging potential in less traditional credit markets.
- Asset Based Lending
- CLO Equity & Debt
- European Bank Loans
- European CLO Management
- European Credit
- Global Credit Derivatives
- US Leveraged Loans
- US CLO Management
- US Direct Lending
- US Mortgage & Consumer
- Real Assets
Leveraging the scarcity inherent in essential long-duration physical assets in an effort to grow capital over time.
- Aviation
- Gold
- Industrial Equipment
- Listed Real Assets
- Railcar
- Renewable Energy
Investment Culture
Differentiated investment approaches; an undivided commitment to long-term client outcomes
First Eagle Investments over time has deliberately sought to nurture an investment-led culture supported by a set of core investment tenets that encourages philosophical autonomy among our portfolio management teams in pursuit of client goals.
Diversity, Equity & Inclusion
Diverse perspectives driving client outcomes.
Guided by our commitment to Diversity, Equity and Inclusion (DE&I), First Eagle seeks to nurture a high-performance culture that attracts, develops and retains a talented, inclusive workforce.
Contact Us
International Wealth Solutions
Rémi Casals
Head of International Wealth Solutions
remi.casals@firsteagle.com
Napier Park Global Capital Ltd a wholly owned subsidiary of First Eagle Investment Management, LLC is authorised and regulated by the Financial Conduct Authority of the United Kingdom.