Matthew McLennan and his colleagues give their assessment of the current market. Here they zoom in on small cap investing and investing in credit.
First Eagle provides their assessment of the market here 2Q 2023 and sees opportunities in international markets.
In their June 2023 letter to shareholders, First Eagle provides their assessment of the international markets.
Matthew McLennan of First Eagle gives his assessment of the structural challenges facing the US economy – beyond the current debt ceiling challenge. In addition, they discuss the real estate market and risk management in the event of an economic crisis.
Portfolio Manager Matthew McLennan and First Eagle share their views on the current market:
Kimball Brooker, Co-Head Global Value Team, discusses the possibility of multiple outcomes after the banking crisis and how First Eagle hedges against extreme events.
First Eagle gives their assessment of the last week’s banking crash in the US and how they are investing in the current market.
Bill Hench, head of the First Eagle small-cap fund, talks about their approach and offers concrete investment ideas.
Matt McLennan from First Eagle gives his assessment on whether inflation has peaked and the drivers behind the European and Asian stock market rallies in recent months.
Mathematically correct price level In First Eagle’s latest letter to shareholders, they provide their assessment of the current market. Due to recent interest rate hikes by the world’s central banks,
