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As countries grapple with the US’s more mercantilist trade policy, Canada offers a window into how different economies may respond to these pressures.

We believe AI capex is set to significantly support US growth in the coming years and that many of the second-order consequences of this investment are not priced in.

Co-CIO Greg Jensen joins Institutional Investor’s Stephen Taub to discuss how leadership, organizational, and technological changes over the past five years have reshaped Bridgewater as it looks ahead to a more complex global landscape.

We are now firmly in a new macroeconomic and geopolitical paradigm: modern mercantilism, defined by the state’s dominant role in enhancing national wealth and strength—pursued through unilateral action in support of these goals, including tariffs to close trade deficits, the promotion of strategic sectors and national champions, and transactional and at times outright coercive foreign policies.

In our recent CIO letter, Bridgewater’s Co-CIOs describe the new investment regime—defined by AI and modern mercantilism—and share how they would allocate capital in the current environment. Subscribe to our newsletter for condensed highlights from that letter laying out our current global outlook. 

In our recent CIO letter, Bridgewater’s Co-CIOs describe the new investment regime—defined by AI and modern mercantilism—and share how they would allocate capital in the current environment. Subscribe to our newsletter for condensed highlights from that letter laying out our current global outlook.