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First Eagle Global Fund Q3 2026 Commentary

All Articles on Seeking Alpha·about 21 hours ago
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First Eagle Investments 79 Followers

Summary

Stocks related to the AI buildout saw success during the quarter, but many other risk assets were left behind.

The tech-heavy NYSE FANG+ Index surged 13.1% in the third quarter, while the S&P 500 Index and MSCI EAFE Index advanced a respective 2.3% and 0.8%.

Global Fund A Shares (without sales charge) posted a return of 2.10% in third quarter 2026.

Trevor Williams/DigitalVision via Getty Images

Market Overview

The artificial intelligence (AI) trade remained popular in the third quarter, dragging index-level performance along with it.

Stocks related to the AI buildout saw success during the quarter, but many other risk assets

This article was written by

First Eagle Investments 79 Followers

First Eagle is an independent investment management firm that manages approximately $149* billion in assets (as of 09/30/24) on behalf of institutional and individual clients.…

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