Non-US Equities: An Exception to American Exceptionalism?

Following a long period of US leadership, there are signs that non-US equity markets—and the broad appeal of global diversification—may be mounting a comeback.

Non-US Equities: An Exception to American Exceptionalism?

Following a long period of US leadership, there are signs that non-US equity markets—and the broad appeal of global diversification—may be mounting a comeback.

  • Video

    All-Time Highs and Expectations Amid Real-Time Risks

    Portfolio Manager and Senior Research Analyst Christian Heck discusses how euphoria over artificial intelligence and complacency have driven equity markets to all-time highs and potential risks and opportunities that may arise from the latest US tariff proposals.

birdseye of boats on water

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
  • 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
    • US Municipals
  • 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.

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