About
Matt McLennan and his First Eagle colleagues were spot-on at the start of this year in highlighting the risks of America's twin deficits, hyperscaler spending, and "geopolitical disequilibrium" - all forces that continue to restrain the U.S. stock market. Barron's Senior Managing Editor Lauren R. Rublin and Senior Writer Paul R. La Monica speak with Matt about how he sizes up new risks, where he sees the best investment values, and why it often pays to go against the crowd.
When
Monday, March 9, 2026 · 12:00 p.m. Eastern Time (US & Canada) (GMT -4:00)
Presenters
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Matthew McLennan
Head of Global Value Team, First Eagle Investments
Matthew McLennan is the Head of the Global Value team and a portfolio manager of the Global Value, Global Equity, International Value, International Equity and US Value strategies at First Eagle Investments. Prior to joining First Eagle in September 2008, Matt worked for Goldman Sachs Asset Management in London, where he served as co-portfolio manager of Global Equity Partners, a group he co-founded in 2003 that ran a focused global equity portfolio for offshore private wealth clients. Earlier in his career, Matt was equity chief investment officer of the investment strategy group for Goldman Sachs’ private client business. He joined Goldman Sachs in Sydney in 1994. Matt started his career in 1991 in Brisbane, Australia, with the Queensland Investment Corporation and was ultimately responsible for the firm’s international equity exposure. He earned a bachelor of commerce with first-class honors and master of international commercial law from the University of Queensland. He was also awarded a doctor of business, honoris causa, by the University of Queensland, and he holds the Chartered Financial Analyst designation. Matt is interested in the field of education, and he is a trustee emeritus (and former president of the Board of Trustees) of the Trinity School in New York City. He serves on the Board of Dean’s Advisors of the Harvard T.H. Chan School of Public Health and as a board member of the University of Queensland in the United States of America. He is also a board member of the Library of America.
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Lauren R. Rublin
Senior Managing Editor, Barron's
Lauren R. Rublin is the senior managing editor at Barron's, overseeing Roundtables and Special Projects. She previously worked in book publishing, and at Fairchild Publications and Time Inc.
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Paul R. La Monica
Senior Markets Analysis Writer, Barron's
Paul R. La Monica is a senior markets analysis writer at Barron’s covering macro investing trends and stocks making headlines. He previously was a digital correspondent at CNN Business, writing daily about the markets and economy for more than 21 years and appearing regularly on the business TV programs of CNN International. He has also worked for Red Herring, SmartMoney.com, American Banker, and Financial World.
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