June Views from First Eagle Global Value Team
June Views from First Eagle Global Value Team
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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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Muni Resilience Amid Market Turbulence
Head and Chief Investment Officer of Municipal Credit Team John Miller explains why municipal bonds have been resilient in the face of interest rate volatility, renewed inflation concerns and another record year of issuance, and why he believes current yields and credit
Long-Term. Client-Centered
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.
Long-Term. Client-Centered
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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