Insights

Apr 08, 2021

First Eagle Monthly Video Series

Apr 05, 2021

Though the economic and financial market dislocations from the outbreak of Covid-19 in early 2020 brought a quick end to the longest-running bull market in US history, the massive injection of mone

Mar 22, 2021

While the initial rebound in equity markets following the Covid-19 outbreak was sparked by massive policy intervention, the reflation leg of the new bull market appears to have been driven by expec

Mar 12, 2021

While there were a range of fundamental factors—including corporate debt vulnerabilities and continued geopolitical tensions—to suggest the credit cycle was in a mature state heading into 2020, the

Jan 29, 2021

Though 2020 was a generationally poor period for value indexes relative to growth, hopes that the worst of the Covid-19 recession was behind us helped fuel a fourth quarter rebound in the mature, p

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