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Following Trump’s victory, we assess the supply and demand picture for US debt, and what it means for yields going forward. To do so, it is important to look at the total debt in the economy—not just government debt.

The Financial Times recognized Bridgewater’s legal team as one of the Most Innovative In-House Legal Teams in North America for their close support in launching AIA Labs, advancing the firm’s use of AI and machine learning to drive innovation in the investment process.

One of the biggest shifts we’re tracking is the move to a new system for how economies and commerce will be managed. The previous global consensus around free trade and limited government intervention is hanging by a thread, and a different system—something we call “modern mercantilism." Co-CIO Greg Jensen shares his view of what’s happening and why it matters for investors.

As we step into 2025, where can investors find opportunities in equity markets? Co-CIO Karen Karniol-Tambour shares her thoughts on what’s priced into global stocks—including the impact of AI and tariffs.

With central banks on the verge of achieving their goals—supporting stability, profits, and asset prices—global political shifts risk upsetting the balance. Our CIOs describe these dynamics and what they mean for investors.