First Eagle Investments’ Post

It's been a busy start to 2024. Read our Investment Team's recap of global market performance in Q1. Thanks to Paul Dennis, James Richardson-Mullins and James Richards for sharing their insight. https://lnkd.in/gCevG_YH #wealthmanagement #sustainableinvestment #financialplanning

Still relying solely on traditional investment strategies? The March Trend Following report reveals why it might be time to reconsider. Learn how trend has not only adapted but thrived in volatile times, offering investors a vital edge. Check it out! https://bit.ly/448BTF6

In an evolving investment landscape, staying ahead means looking beyond the immediate horizon. Jakub Rojček, our Head of Quantitative Analysis, delves deep into future scenarios for capital markets in our latest piece. Learn how shifts in global economic conditions might influence your investment strategy and explore various asset classes that could bolster your portfolio over the next five years. #InvestmentStrategy #CapitalMarkets #Sustainability

Still relying solely on traditional investment strategies? The March Trend Following report reveals why it might be time to reconsider. Learn how trend has not only adapted but thrived in volatile times, offering investors a vital edge. Check it out! https://bit.ly/448BTF6

For the past 40 years, investors have become accustomed to an environment characterized by generally declining interest rates, low inflation, and the rapid advance of globalization. Since the end of the Cold War, we’ve also enjoyed long periods of relative geopolitical stability. But all of that is changing.   Interest rates in the U.S. stand at a 23-year high. Inflation is falling but stalling. We are seeing signs of deglobalization, conflicts in Ukraine and the Middle East continue, and the relationship between the world’s two largest economies, the U.S. and China, has taken a step backward. Borrowing a phrase from the Harvard Business Review, publicly traded companies operating in this environment need a foreign policy. They must think more strategically about global supply chains and the sensitivities of doing business in a more challenging geopolitical landscape.   What does this mean for the market outlook? I think we are less likely to see a narrow group of highly valued companies dominating returns. I believe U.S. markets will continue to do well, but they won’t be the only source of superior returns. And despite what sounds like a more pessimistic environment, I think it presents an opportunity for individual stock selection to make a profound difference in portfolios.   Along with this monumental change comes uncertainty. And that’s OK. It’s what Capital Group is built for. We help tune out the short-term noise and invest for the long term. There are still so many exciting industries, companies and investment themes to explore. It’s prime time for active investing. With that in mind, I hope you’ll read and share Capital Group’s 2024 Midyear Outlook report. #CapitalGroup

Read now as our experts share the latest market insights in this week's investment brief.

Read now as our experts share the latest market insights in this week's investment brief.

Economies around the world are increasingly in different phases of the business cycle — Europe cuts interest rates while Japan hikes them, for example. Global macro strategies may be able to take advantage of policy divergence, as we explain in our mid-year Alternative Investment Outlook. For professional, institutional or accredited investors only. Capital at risk.

Understanding market sentiment is key for investors. This intangible factor, summarizing market emotions, can offer unique opportunities. Discover how to measure and use it to enhance your investment strategies. Read more in our latest article:

Greater macro uncertainty and heightened dispersion call for a dynamic approach to long-term investing. We stay nimble with our strategic views and spy a growing role for active strategies now. Read more 👉 https://1blk.co/48su5i7