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In our recent CIO letter, Bridgewater’s Co-CIOs describe the new investment regime—defined by AI and modern mercantilism—and share how they would allocate capital in the current environment. Subscribe to our newsletter for condensed highlights from that letter laying out our current global outlook. 

The AI capex boom is shifting toward a more dangerous phase of exponential growth. We explore the implications of this development for markets and economies. Subscribe for our insights.

In our recent CIO letter, Bridgewater’s Co-CIOs describe the new investment regime—defined by AI and modern mercantilism—and share how they would allocate capital in the current environment. Subscribe to our newsletter for condensed highlights from that letter laying out our current global outlook.