Insights

Apr 22, 2021

Matt McLennan was recently interviewed for Barron’s Magazine.

Apr 20, 2021

As long-term investors, we think it is important to take the right message from the strong broad market returns in 2020. As we’ve often cautioned, extrapolating trends is a risky way to commit capital, particularly when these trends reflect an extraordinary operating environment like that in 2020.

Apr 20, 2021

The reflation trade that emerged in late 2020 persistedthrough the first quarter of 2021. A relatively steadyvaccine rollout in the US combined with a steadfastlyaccommodative Federal Reserve and ongoing fiscal support had investors hopeful of strong economic growth in 2021, to the benefit of economically sensitive stocks.

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

Jan 25, 2021

Although 2020 ended with the Covid-19 pandemic surging and the economic recovery from recession still far from complete, investment markets nonetheless maintained a state of exuberance that was not necessarily rational.

Jan 25, 2021

While equity markets continued their rebound from the depths of the Covid-19 selloff, leadership shifted as signs of a “reflation” trade that emerged in September persisted.

Jan 25, 2021

After clawing back its losses from the Covid-19 selloff throughout much of the second and third quarters, the high yield market moved solidly into positive territory for the year during the fourth quarter.

Jan 21, 2021

Those who think it’s possible to predict the future of economies and markets with any sort of accuracy would have a hard time explaining 2020—a year dominated by a black swan event that descended u

Jan 15, 2021

The price of gold has risen considerably over the past two years as real interest rates—to which the price of gold has historically been inversely related—have cratered.

Dec 28, 2020

While growth has outperformed value significantly since the global financial crisis, the two styles have traded leadership in recent decades and value has dominated over the long term.

Dec 16, 2020

Investors in search of a dependable income stream traditionally have looked to bonds and other fixed income assets for their consistent coupon payments and relatively low volatility.

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