Insights

Feb 12, 2018

In this paper, we explain gold’s power as a potential hedge, examine its history, consider the advantages and disadvantages of bullion, gold stocks and ETFs, and explore the differences between hedging and speculating.

Aug 18, 2017

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.

Jul 19, 2017

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.

Apr 21, 2017

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.

Nov 18, 2016

While we don’t have a crystal ball at First Eagle, we do have a sense of current valuations and of the underlying vulnerabilities in the system. If the broader markets themselves are priced for low returns, investors who choose passive vehicles face the prospect of singularly disappointing returns over the long term.

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Contact Us

Head of Institutional

Doug Meyer, CFA
doug.meyer@feim.com
212.698.3013

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