Insights

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

Jul 29, 2020

The emergence of the novel coronavirus and the economic impact of efforts to contain its transmission led to a deep, sharp repricing of risk assets during the first quarter as liquidity concerns emerged across financial markets. The first-quarter market rout began as a typical flight to safety, with risk assets declining sharply while traditional safe havens rallied. 

Jul 29, 2020

After the very substantial decline of US equities in the first quarter of 2020, stocks rebounded in the second quarter—a pattern consistent with earlier recessionary periods. The strength of the equity market recovery in the face of increasing daily cases of Covid-19 surprised many commentators.

Jul 29, 2020

In the second quarter of 2020, the high yield market recouped much of the steep loss it had suffered in the first quarter of the year. The turning point for the market appeared to be the Federal Reserve’s March announcement that it would take aggressive measures to counteract the economic effects of the Covid-19 pandemic. 

Jul 26, 2020

We think the key issue investors need to consider is where we stand in the fight against Covid-19. Though financial markets are acting as if the pandemic’s impact has reached an inflection point, epidemiological data would suggest otherwise. Confirmed cases have exceeded 12 million worldwide and deaths more than 500,000, and these numbers continue to grow.

Jul 26, 2020

The price of gold was volatile in a momentous first quarter that saw both the emergence of a global health crisis and a significant correction in global equity markets, though the metal very much served its purpose as a potential hedge against extreme outcomes.

Jul 21, 2020

“Don’t fight the Fed.” This old adage has been proven right over many short time periods, second quarter 2020 the most recent among them.

Jul 21, 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 against extreme equity market drawdowns and thus a source of resilience for stock portfolios.

Jul 07, 2020

Entering 2020 there were a variety of indicators—including massive sovereign and corporate debt balances, the continued debasement of man-made money, and heightened political tensions.

Jun 16, 2020

While it’s true a large proportion of the “new economy” names that dominated markets in recent years call the US home, there is no shortage of companies worldwide whose combination of scarce assets

May 04, 2020

Portfolio Managers Matthew McLennan, Kimball Brooker and Matt Lamphier discussed recent market volatility and what may lie ahead.

Apr 20, 2020

On April 7, 2020, we spoke with Idanna Appio about recent market developments and the potential short- and long-term macroeconomic impacts of the coronavirus pandemic.

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