Insights
Private Debt Investor talks to First Eagle's Tim Conway about managing through credit cycles. Use the arrows below to navigate through the presentation.
The use of gold as a potential hedge against extreme market outcomes has long been a key tenet of First Eagle’s investment philosophy.
At First Eagle, we’ve long held that the United States does not have a monopoly on good companies. While we think most market participants would agree with this sentiment, asset allocation data suggest US investors in general continue to be significantly underexposed to international equities relative to their share of the global opportunity set.
“One of the things that's important that we do a little bit differently at First Eagle, is we don't define value just in purely statistical terms."
Though the current business cycle—the longest in US history—is showing signs of age, the potential timing of and impetus for its end remain uncertain.
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Contact Us
Head of Institutional
Doug Meyer, CFA
doug.meyer@feim.com
212.698.3013