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The economy is in transition, and the path forward depends on how central bankers play their hand. What we see as likely and what the markets are discounting are very different scenarios, signaling the strongest near-term probability of stagflation (too-high inflation and too-low growth) in 100 years. What are the impacts of stagflation on financial markets? Co-CIO Bob Prince shares Bridgewater’s analysis on what’s transpired and what’s yet to come.

Melissa and Gavin join a fellowship class that will focus on equipping young leaders to tackle the defining global challenges facing the next generation.

Europe’s energy supply shock is creating a painful stagflation, and policy makers face a difficult set of choices. Looking forward, structurally higher energy prices will be a long-term competitiveness challenge for Europe.

Katie joined Bridgewater in 2007 and is currently Deputy Head of Client Service and a Partner of the firm. In this role, she drives the strategic and commercial goals of the department and oversees our global institutional advisory business, ensuring Bridgewater is providing thought partnership to help our clients meet their objectives. She is also a leader in the firm’s Women’s Influence Network, where she coaches and mentors young professionals. Katie previously was the Head of Americas, and she began as an Investment Associate in the Trading group, where she focused on foreign currency trading strategies.

Larry serves as a Senior Investment Associate and is a Partner of the firm. He is a regular author of Bridgewater’s Daily Observations, and served as the Daily Observations editor for several years prior. Before joining Bridgewater in 2009, Larry spent most of his career at UBS in various trading and management roles, which included Managing Director of the UBS Distressed Asset Workout Group and Head of Sales and Trading for fixed income financing. He represented UBS at the New York Federal Reserve’s primary dealer finance meetings as well as at SIFMA and the European Repo council. He was also a board member of UBS LLC. Larry received his BS in Finance and BA in International Relations from The Wharton School of the University of Pennsylvania.

Sean Macrae joined Bridgewater in 2008 and is co-Head of the Investment Engine and a Partner at the firm. He shares responsibility for the strategy and oversight of our Investment Engine and partners with the CIOs and Investment Committee to set and drive the firm’s key investment strategies and priorities in the Research department.

Atul joined Bridgewater in 2011 and currently serves as Head of Macro Equities. He is a member of Bridgewater’s Investment Committee, responsible for undertaking the firm’s most significant investment decisions, and is a Partner at the firm. Atul’s focus is overseeing Bridgewater’s key country level outright and diff equity trading systems as well as exploring new areas of diversifying alpha, such as the development of new “bottom-to-top” equity strategies. Before his work in equities, Atul spent several years leading Bridgewater’s commodity team with a special focus on oil. His views on markets and the economy frequently feature in the firm’s daily research pieces, Bridgewater Daily Observations.