Tag: First Eagle

  • Big themes at Morningstar Investment Conference 2012

    Several themes emerged at last week’s Morningstar Investment Conference: Don’t panic 1: “It’s hard to imagine the Eurozone coming apart” (Michael Hasenstab, Franklin Templeton) Don’t panic 2: “For China to experience a hard landing would require two unlikely near-term events… a massive overtightening error, and a banking crisis” (Michael Hasenstab, Franklin Templeton) The best growth […]