In this PMs’ Perspective, Portfolio Managers Mark Cooper and Manish Gupta explain how they are applying First Eagle’s value philosophy to the universe of international small-cap stocks. Research Analysts Shan Wang and John Masi join them to discuss companies the team has chosen.
At First Eagle, we’ve received many questions about sustainable investing from both institutional investors and consultants. To help answer them, we asked Julien Albertini, a research analyst on the Global Value team, to discuss the team’s thinking in this area.
While the gold price has been volatile over the last year, it has remained above the lows reached in 2015. In this brief commentary, Portfolio Manager Thomas Kertsos and Research Analyst Max Belmont offer their insights into current trends.
In Part 2 of WealthTrack’s annual outlook, Matt McLennan and ISI’s Ed Hyman discuss the dramatic financial changes occurring around the world and what they mean for businesses and investors.
Matt McLennan is interviewed alongside ISI’s Ed Hyman for Part 1 of WealthTrack’s annual outlook. They discuss what has changed in financial markets over the last year and what it means for the U.S. economy and markets.