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In Peak Profit Margins? A US Perspective, we discussed the secular rise in US profit margins and our view that many of the forces that have driven those margin increases should not be extrapolated forward. Without that consistent expansion of margins, US equities would be 40% lower than they are today. Margins have been rising for 25 years, and when we look at market pricing, it appears to us that the market is extrapolating further margin gains.

The market’s largest hedge funds have kept gender diversity in the spotlight as investors increasingly ask more questions about personnel statistics and efforts to recruit and retain talent. For the second year in a row, FundFire surveyed the largest hedge funds by assets under management as tallied by Preqin, with managers such as Bridgewater Associates, Baupost Group and Man Group outlining their diversity initiatives.

Bridgewater Associates is betting on artificial intelligence, automation, and technology in a way most hedge funds haven’t – to reimagine the back office.