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Markets are gripped by a tension between cyclical equilibrium and overlapping paradigm shifts—modern mercantilism is redefining geopolitics and the global economy, AI is becoming transformative, while portfolios are heavily concentrated in US assets. In this edition of Connecting the Dots, our Co-Chief Investment Officers explain how we’re processing these dynamics and share their perspective favoring a balanced position across assets today.

Bridgewater’s collaborations with industry groups, research institutions, and sustainability thought leaders