Please join Portfolio Managers Matthew McLennan, Kimball Brooker and Matt Lamphier as they discuss recent market events, current fund positioning, and the investment opport
We cannot predict what will happen next in economies or markets, but 2018 had the feel of a transitional year. Volatility, which in our view, had been muted for an unexpectedly long period of time, returned in force during the year—first in February and then again in the fourth quarter.
First Eagle’s Global Fund marked its 40th anniversary on January 1, 2019. From the time that Jean-Marie Eveillard—a pioneer in global value investing—assumed leadership of the Global Fund, it has consistently employed a disciplined, benchmark-agnostic, value-oriented philosophy.
In the latest video insight from The UK Investment Association, First Eagle's Matt McLennan and Kimball Brooker discuss why their focus on downside protection may help create sustainable, long-term value for investors.
The strength of the US dollar was a key factor affecting the performance of the Global Fund in the third quarter and, indeed, over much of the last year. The dollar’s strength reflected the implementation of two unorthodox public policies in the United States: late-cycle fiscal stimulus in the form of a corporate tax cut, and tariffs levied on our largest trading partner, China.