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.
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.
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 analyse the trickers needed for the FED to lower interest rate in the US
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.
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.
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.
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
