When equity managers sound like bond managersJame DiBiasioOct 8, 2014Managers of US equity portfolios, usually an optimistic lot, are more cautious than their peers on the fixed-income side.
Hu-Obama deal supports First Eagle investment thesisJame DiBiasioJan 26, 2011Last week’s summit in Washington supports portfolio manager Colin Morris’s contention that US equities are the “least bad” option for investors.
First Eagle seeks distribution partners for AsiaJame DiBiasioJan 10, 2010The US-based equities manager, formerly known as Arnhold S Bleichroeder, is keen to acquire a global credit-investment capability.