Apr 13, 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 exogenous shock of a global pandemic was not on many radars.

Apr 08, 2021

First Eagle Monthly Video Series

Feb 03, 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

Feb 01, 2021

Needless to say, you are reading the fourth edition of our annual thought leadership compendium in a much different environment than you did the previous one.


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Matthieu Louanges

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