In their recent report ‘First Eagle Reflections’, the team at First Eagle outlines key market developments and future expectations, focusing on macroeconomic trends, sector performance, and notable companies.
Their insights highlight the dynamic nature of the global economy and the importance of strategic positioning across sectors and geographies.
At the Oaktree Conference 2024, Howard Marks highlighted a shift in the economic environment from a period of ease for business, finance, and investing to one of increased normalcy. He suggested that this transition could lead to slower economic growth, reduced profit margins, and decreased investor optimism
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, Bridgewater’s Ray Dalio discusses his latest thinking on markets, the economies, and the geopolitical situation.
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.
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.
