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541 results
541 results
What China’s DeepSeek Means for AI
February 3, 2025
Are We Still on the Path to Equilibrium?
February 12, 2025
We Are All Mercantilists Now
December 19, 2024
Greg Jensen
Time magazine in 1965 published an article whose title quoted Milton Friedman: “We Are All Keynesians Now.” Using fiscal deficits to manage business cycles—once an unorthodox idea—had become mainstream, driving market outcomes in the decades that followed.
Making Sense of the S&P 500
February 13, 2025
The continued outperformance of US equities—and especially the exceptional performance of the Mag 7—is raising questions among investors as to whether the rally has run its course. Co-CIO Karen Karniol-Tambour shares some of Bridgewater’s recent research exploring these questions.
Making Sense of the S&P 500
February 18, 2025
Making Sense of the S&P 500
February 18, 2025
The Fourth Big Force: Climate Change
December 21, 2023
Bridgewater founder Ray Dalio shares his reflections from COP28 and his perspective on climate finance.
How the World Is Tracking Against Its Climate Goals—and the Implications for Economies and Markets
August 15, 2023
Karen Karniol-Tambour, Daniel Hochman, Jeremy Ng, Lorenzo Pinasco
The world is still a long way from hitting its emissions targets, but the process of decarbonization is underway, and climate policies in major economies have a large and growing impact on spending, capital flows, and portfolios.
How the World Is Tracking Against Its Climate Goals—and the Implications for Economies and Markets
February 27, 2025
The Fourth Big Force: Climate Change
February 27, 2025
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