Insights
While growth stocks have continued to outperform, their market values in most cases have increased at a far greater rate than their revenue and cash flow.
The price of gold was pulled by many crosscurrents in the third quarter. The key factors included the advance and retreat of the coronavirus, positive and negative news about progress on a vaccine, the uncertain fiscal outlook, political tensions surrounding the US elections and the changing values of the dollar and the euro.
Though China fell into the first economic contraction in its modern history as a result of the Covid-19 pandemic, it has rebounded markedly and looks poised to be one of the few countries to post G
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
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.
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