Archive for October, 2015

MCLENNAN: CRISIS INVESTING

October 30, 2015

First Eagle Funds’ Great Investor Matthew McLennan predicts that we are entering an era of episodic global crises. McLennan is Head of the Global Value Team and Co-Portfolio Manager of several funds at First Eagle, including the flagship First Eagle Global fund, which is in the top decile of its world allocation category and is known for its superior risk-adjusted returns. He’ll explain how he is building an all-weather portfolio to withstand future market storms. Continue Reading »

MCLENNAN: CRISIS INVESTING TRANSCRIPT

October 30, 2015

CONSUELO MACK: This week on WEALTHTRACK, First Eagle Fund’s Great Investor Matthew McLennan is predicting increasing economic, financial and geopolitical turbulence ahead. What has he put in his all-weather portfolio to ride out the storms? That’s next on Consuelo Mack WEALTHTRACK. Hello and welcome to this edition of WEALTHTRACK, I’m Consuelo Mack. Founding father Benjamin Franklin famously wrote “In this world nothing can be said to be certain, except death and taxes.” To that I would add another certainty: “change” and the world is changing rapidly. As recent guest Michael Hartnett of Bank of America Merrill Lynch recently pointed out,

ADD SOME PROTECTION TO YOUR PORTFOLIO

October 30, 2015

ADD SOME PROTECTION TO YOUR PORTFOLIO

PORTFOLIO PROTECTION
U.S. Treasurys:

  • Provide liquidity
  • Money back guarantee if held to maturity
  • Hold up in market downturns
  • Non-correlated asset
  • Can buy at auction from government at no cost, from Treasurydirect.gov

Watch the related WEALTHTRACK episode.

MCLENNAN: EDUCATIONAL INVESTMENT

October 30, 2015

EDUCATIONAL INVESTMENT

First Eagle Funds’ Matt McLennan has an incredibly packed schedule heading up the firm’s Global Value team and co-managing four mutual funds for the firm including its flagship First Eagle Global Fund, but he has made a point of devoting much of his free time to educational institutions. We asked him why.

Watch the related WEALTHTRACK episode.

PREMIUM: MCLENNAN

October 29, 2015

Crisis Investing

First Eagle Funds’ Great Investor Matthew McLennan predicts that we are entering an era of episodic global crises. McLennan is Head of the Global Value Team and Co-Portfolio Manager of several funds at First Eagle, including the flagship First Eagle Global fund, which is in the top decile of its world allocation category and is known for its superior risk-adjusted returns. On this week’s WEALTHTRACK he’ll explain how he is building an all-weather portfolio to withstand future market storms.

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