In their recent report ‘First Eagle Reflections’, the team at First Eagle outlines key market developments and future expectations, focusing on macroeconomic trends, sector performance, and notable companies.
Their insights highlight the dynamic nature of the global economy and the importance of strategic positioning across sectors and geographies.
In this 2024 annual letter, Matthew McLennan and team reflects on a year marked by concentrated equity market performance, macroeconomic challenges, and geopolitical shifts. They emphasizes the importance of diversification, value-oriented investing, and hedging against uncertainty in an evolving global landscape.
Matthew McLennan provides insights into navigating volatile markets with a focus on resilience and strategic asset allocation.
In this interview with Wealthtrack, Matthew McLennan of First Eagle discusses the risks facing the markets.
Matthew McLennan and his colleagues give their assessment of the current market. Here they zoom in on small cap investing and investing in credit.
In this short interview on CNBC, Matt McLennan from First Eagle talks about searching for value stocks outside the US and his thoughts on Meta’s new app, Threads.
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:
First Eagle gives their assessment of the last week’s banking crash in the US and how they are investing in the current market.
