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Category: Karen Karniol-Tambour

Karen Karniol-Tambour: Energy Security and Industry Competitiveness Over Climate Leadership

Borsgade April 21, 2025

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: The Drivers of US Exceptionalism

Borsgade October 9, 2024

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.

Karen Karniol-Tambour: How Durable is the Economy?

Borsgade July 31, 2024

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.