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.
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.
Karen Karniol-Tambour shares her thoughts on the 2024 macro outlook, touching on where to find geographic diversification, how we’re approaching geopolitical risk, the impact of AI on inflation, and more.
Bridgewater co-CIO Karen Karniol-Tambour discuss several market anomalies and how investors can take advange.
Karen Karniol-Tambour has analysed the benefits of geographic diversification away from the US market and how it can be highly beneficial.
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.
