First Eagle Investments

As most US middle market companies go uncovered by the credit rating agencies, private lenders must rely solely on their own fundamental analysis to assess the creditworthiness of potential borrowers within this cohort. First Eagle Academy explains how the five Cs of traditional credit analysis—capacity, capital, collateral, covenants and character—can help lenders recognize companies well positioned to service their debt throughout economic and business cycles. Click here to watch: https://bit.ly/41OjKNp

John Miller, head and chief investment officer of the Municipal Credit team, provides his outlook on municipal credit, where the team is finding opportunities and impact of concerns such as tariffs and inflation. https://bit.ly/43rjOUl

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 what he considers the potential winners and losers of domestic and retaliatory tariffs. https://bit.ly/3DRMIT5

First Eagle Investments was ranked first among major employers in P&I’s Best Places to Work in Money Management 2024*. We believe our people are our most valuable asset. We recently asked our colleague, Briana Fisher, head of national accounts, about her First Eagle experience. https://bit.ly/4iMnCnK *Any published third-party rankings, awards or similar groupings have inherent limitations and qualifications, and are not indicative of the experience of any client or investor or of the future performance of any product described herein. Unless otherwise specified, all awards shown are based on the one-year period immediately preceding the date listed. First Eagle pays a licensing fee for the right to disclose this information.

First Eagle Investments is excited to launch a dedicated LinkedIn page for Europe. With a heritage dating back to 1864, First Eagle has served as a prudent steward of client capital across market cycles, varying macroeconomic conditions and numerous disruptive events. Click here for updates and follow us now: https://bit.ly/4iWuSgD

We are excited to announce the launch of the official First Eagle Investments YouTube channel, where you can watch insights and in-depth analysis from the Global Value team and First Eagle Alternative Credit. Subscribe now to receive our latest video insights: https://bit.ly/4bpJEdt

In this month’s First Eagle Alternative Credit update, Portfolio Manager and Senior Alternatives Strategist Larry Holzenthaler explains why expectations of extremely robust mergers and acquisitions activity has not come to fruition and why he believes asset-based lending may potentially be a helpful addition to a corporate lending strategy. https://bit.ly/429ClTX

The potential for a US government shutdown has injected additional uncertainty into markets that have grown increasingly volatile amid a maelstrom of federal policy pronouncements. Our Global Value Team offers their views on the short- and long-term economic and market implications of the latest political standoff. https://bit.ly/4iL7Vgm

First Eagle Investments celebrates Employee Appreciation Day. We believe that our people are our most valuable asset, and we are honored to be ranked first among major employers as a "Best Places to Work in Money Management" by Pensions & Investments.* Read how we cultivate a high-performance culture that attracts a talented and inclusive workforce within a collaborative and supportive environment. https://bit.ly/3Dqv3Sz *Any published third-party rankings, awards or similar groupings have inherent limitations and qualifications, and are not indicative of the experience of any client or investor or of the future performance of any product described herein. Unless otherwise specified, all awards shown are based on the one-year period immediately preceding the date listed. First Eagle pays a licensing fee for the right to disclose this information.

Last week at Forbes Shook Top Teams Summit, National Sales Manager - Cross Channel, IBD Channel and Head of Practice Management Robert Milliman, CMFC, presented First Eagle Academy’s Elite Teams 2.0, providing insights on team leadership, business development, client loyalty and practice management. Learn how First Eagle Academy can help elevate financial professionals’ practices and client relationships: https://bit.ly/3FgIJjm