In this article, the good people at Bridgewater discuss the potential for an AI bubble, driven by the convergence of transformational technology and favorable macroeconomic conditions.
In their recent article, the team at Bridgewater analyzes the exceptional performance of US equities over the past decade, breaking down the key drivers of outperformance and discussing the outlook for continued success.
In this discussion, Bridgewater and GIC, the entity that is responsible for managing Singapore’s international reserves, assess the issues they think are most important for investors to grapple with in the years ahead.
Ray Dalio warns against being too optimistic about the economy in 2024 and his colleagues provide a full analysis of the economic landscape in 2024.
In this interview with Money Maze, Ray Dalio from Bridgewater talks about some of his biggest mistakes and what they taught him.
The three Chief Investment Officers at Bridgewater, Bob Prince, Greg Jensen and Karen Karniol-Tambour, take the temperature of the economy globally and for each geographic region.
Hedge fund Bridgewater has published an updated analysis of interest rates in the US. Don’t expect lower interest rates anytime soon…
Danish Carsten Stendevad has been Co-CIO for Sustainability at Bridgewater since 2017. In this interview with Bloomberg, Stendevad explains how Bridgewater builds a sustainable portfolio that works towards net zero.
In this Bridgewater Associates interview, Co-CIO Karen Karniol-Tambour discusses the firm’s latest outlook on the global economy, the investment landscape, and the urgent threats facing portfolios. The conversation centers on the shift to a new era of “modern mercantilism,” the implications for US assets and the dollar, the rising risk of recession, and the role of technological disruption, particularly artificial intelligence (AI).
Ray Dalio, founder of Bridgewater Associates, recently shared his concerns about the global economy’s trajectory in a Bloomberg interview. He argues that while much attention is on tariffs and short-term market swings, the real risks lie in deep structural imbalances and political dysfunction, drawing parallels to the turbulent 1930s. Dalio believes a recession is likely, but warns the underlying issues could lead to even greater instability if not addressed.
In this article by Karen Karniol-Tambour and the colleagues at Bridgewater, they explore whether the global green energy transition is stalling or evolving, as policy priorities shift in major economies. The analysis highlights how governments are now emphasizing energy security and industrial competitiveness over climate leadership, impacting investment flows and the pace of decarbonization.
Bridgewater’s three CIOs discuss why the economic expansion is likely to stay durable even as it slows, why a sustained expansion with central bank easing isn’t as good for assets as it might seem, and the opportunities they see.
In this interview with the Wall Street Journal, Ray Dalio, Bridgewater Associates founder, discuss what can history tell us about the current-day economy. Ray explains how it helped him form principles that guided him in business and daily life, the changing world order and diversification in investing.
Bridgewater’s Ray Dalio discuss the importance of identifying and writing down the criteria used to make decisions, suggesting that this allows for a methodical evaluation and improvement of decision-making processes.
Bridgewater co-CIO Karen Karniol-Tambour discuss several market anomalies and how investors can take advange.
In this interview, Bridgewater’s Ray Dalio discusses his latest thinking on markets, the economies, and the geopolitical situation.
Bridgewater’s Ray Dalio has been intimately involved in the Chinese Markets in more than forty years. In this article, Dalio reflect on the pro and cons of being invested in China.
Bridgewater analyse the trickers needed for the FED to lower interest rate in the US
Ray Dalio from Bridgewater is interviewed on the podcast Value Investing with Legends, where two almost equally legendary investors and thinkers sit on the other side of the table.
Ray Dalio of Bridgewater discusses cash as a relatively attractive asset class at present.
Bridgewater’s Ray Dalio delves into the current situation in China and the implications for the rest of the world and stock markets.
Ray Dalio, founder of Bridgewater Associates, reflects on a number of interesting topics in this interview: the threat of China, population growth, the geopolitical situation and advice for the younger generation.
Ray Dalio from Bridgewater looks at the key learnings from the banking crisis, zooms in on the underlying elements of the recent bank run and discusses the implications for the banking system and monetary policy.
What does it take for us to typically see a bottom? The American hedge fund Bridgewater recently published an interesting report on the current market situation. Here they analyze whether
A versatile tool to improve your timing As many of you know, I’m not a big fan of technical analysis. At least not how it’s used by most day traders.
