Insights

Sep 29, 2020

While many pundits have confidently expounded on industries they think will flourish/suffer under a new Biden or second Trump presidency, we believe the future of economies and investment markets c

Sep 22, 2020

Matt McLennan, head of First Eagle’s Global Value team, appeared on Fox Business to talk about the parallels between the 1960's and now, most notably in the fundamtenal transition in the currency markets.

Aug 19, 2020

Gold’s unique risk-return characteristics have given it the rare ability to maintain its real value in both inflationary and deflationary environments, while also serving as a potential hedge again

Aug 15, 2020

The integration of emerging markets into the global economy in recent decades has lifted hundreds of millions of people out of poverty.

Jul 30, 2020

Portfolio Managers Matthew McLennan, Kimball Brooker and Matt Lamphier discussed the ongoing market volatility, the impact it had on portfolio performance during the first

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