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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.

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.

Co-CIO Bob Prince discusses the gradual drift of economic conditions toward equilibrium and whether this process has room to run.

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.

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.

Bridgewater founder Ray Dalio shares his reflections from COP28 and his perspective on climate finance.

The unprecedented pace of government action on climate looks unlikely to continue, as voters and policy makers grapple with the economic trade-offs.

How the net zero transition plays out—and the speed at which it occurs—will have major implications for corporate capex, commodities, and economies and markets more broadly. One lens into how this transition is unfolding is the state of bank-to-corporate green financing, which is not happening at a rate consistent with global net zero goals.

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