Videos

Quarterly Views from First Eagle Global Value Team: 1Q25

Quarterly Views from First Eagle Global Value Team: 1Q25

US Exceptionalism Trembling Amid Geopolitical Shifts and Tariffs?

In this quarter's views from the Global Value Team, Portfolio Manager and Senior Research Analyst Adrian Jones discusses the drivers of divergent performance in US and non-US equities, as well as the potential winners and losers of domestic and retaliatory tariffs.