The Global Value Team shares current investment thinking and a year-end update on the Global, Overseas, U.S. Value, Global Income Builder and Gold Funds.
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.
In this paper, we explain gold’s power as a potential hedge, examine its history, consider the advantages and disadvantages of bullion, gold stocks and ETFs, and explore the differences between hed
How can investors protect their equity portfolios against a market crisis?
First Eagle's Thomas Kertsos believes that gold has unique risk-reward characteristics to be able to potentially preserve value in real terms in the long-term and provide diversification and resili