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Head of the Portfolio Strategist group Atul Lele joins the Fiduciary Investors Symposium in Singapore to discuss the paradigm shift from globalization to modern mercantilism, and how investors can construct resilient portfolios in today’s increasingly complex macroeconomic and geopolitical environments.

Policy has shifted to prioritize energy security and industrial competitiveness over climate leadership. This will steer investment to the most economical energy sources, driving continued growth in renewables and fossil fuels—but slower decarbonization.

Our co-CIOs share some of Bridgewater’s biggest takeaways from our new macroeconomic environment in the latest edition of Connecting the Dots.

In this edited version of our Q1 CIO call, Co-CIO Karen Karniol-Tambour describes how we are processing today’s radically different economic and market environment.

In partnership with Global Citizen, Bridgewater is launching Forecasting the Future: A Modern Economics Challenge—an opportunity to tackle the forces reshaping the global economy and be part of creating the understanding that will help navigate this new world. Showcase your forecasting skills, explore potential career opportunities at Bridgewater—the top five forecasters will each receive $25K. Applications open May 20, 2025.

Forecasting the Future: A Modern Economics Challenge—invites you to dive into the evolving global economy and predict how the next era of Modern Mercantilism will transform trade, policy, and power on the global stage. In partnership with Bridgewater and Global Citizen, the challenge offers the winners will receive an employment or internship opportunity at Bridgewater (pending successful completion of its interview requirements) and the top 5 predictions will receive $25,000.

As a key part of understanding what is to come, we are working through how to model the effects of modern-day mercantilism. In this report, we share some thoughts on that endeavor.