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  • Nikunj Promo Card Headshot BI 2025
    Nikunj Jain Named to Business Insider’s 2025 Wall Street Rising Stars
    October 6, 2025
    Nikunj Jain, Head of Asia Research, recognized by Business Insider as a 2025 Wall Street Rising Star for redefining the future of investing.
  • Bridgewater-GeoPolitical-Share-V1.jpg
    The World Is Changing. Is Your Portfolio Ready?
    March 6, 2025
    The world is changing quickly, and the future looks likely to be very different from the recent past. In this special edition of Connecting the Dots, I want to share our thoughts on an approach that is designed to help investors reliably compound their wealth.
  • BW Thumbnail Burgundy A New Era of Higher Inflation Risks_Sept 2025.jpg
    A New Era of Higher Inflation Risks
    September 22, 2025
    Ziad Hindo, James Riseley
    Investors face structurally higher inflation risks than pre-COVID. Most portfolios remain poorly equipped to manage them.
  • 1200x627 BW Paid Ads Building Blocks No Words.png
    A Wealth of Opportunity
    October 1, 2025
    Our co-CIOs share some of Bridgewater’s biggest takeaways from our new macroeconomic environment in the latest edition of Connecting the Dots.
  • BW Thumbnail Burgundy Power Politics_Oct 2025.jpg
    Power Politics: Energy Self-Sufficiency in a Modern Mercantilist World
    October 16, 2025
    Karen Karniol-Tambour, Ian Singer, Daniel Hochman, Jeremy Ng
    Cheap, abundant electricity is critically important to the AI race and national competitiveness. We take stock of energy supply and security across the US, China, and Europe.
  • BW Thumbnail Burgundy AI Resource Grab_Nov 2025.jpg
    Google’s Gemini 3 Means AI’s “Resource Grab” Phase Is On
    November 26, 2025
    Greg Jensen, Jas Sekhon
    Quick thoughts from co-CIO Greg Jensen and AIA Labs Chief Scientist Jas Sekhon on the release of Google’s Gemini 3 model and its implications for economies and markets.
  • 1200x627_NL_ChipBubble_12.15.2025.jpg
    The AI Boom Has Reached a More Dangerous Phase
    December 15, 2025
    The AI capex boom is shifting toward a more dangerous phase of exponential growth. We explore the implications of this development for markets and economies. Subscribe for our insights.
  • Bridgewater’s Original Philosophy
    September 14, 2023
    The philosophy statement is our constitution, first written down over two decades ago by Ray Dalio, Bridgewater’s Founder and Mentor. Its essence remains a key anchor point for us today.
  • BW Thumbnail Burgundy How Canada is Responding to American Mercantilism_Jan 2026.jpg
    How Canada Is Responding to American Mercantilism
    November 13, 2025
    Ben Melkman, Adam Zimbler, Cengiz Cemaloglu
    As countries grapple with the US’s more mercantilist trade policy, Canada offers a window into how different economies may respond to these pressures.
  • LinkedInBanner-BP-GJ-KKT_1200x627_v1.png
    The Tension We See in Markets
    November 3, 2025
    There is a deep tension in markets as cyclical conditions, which have converged toward reasonable equilibriums, continue to confront big, interrelated paradigm shifts in geopolitics, the macroeconomy, and technology.
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