Bridgewater Associates

Our legal team, led by Chief Legal Officer and Corporate Secretary Tracey Brady Yurko, was named one of the most innovative in-house legal teams in North America by the Financial Times. This honor highlighted the key role the team played in working with Bridgewater’s Artificial Investment Associate (AIA) Labs. Congratulations to the entire legal team. Read the full report: https://lnkd.in/erZZFx2V

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. Read More: https://lnkd.in/eMV7cDQU Larry Cofsky Dan Dzombak Kira Hobson

At the recent Yahoo Finance Invest conference, Co-CIO Karen Karniol-Tambour shared her thoughts on what’s next for growth and inflation, Fed policy, the impact of Trump’s policy agenda, and how we’re processing the flow-through to markets. Karen also focuses on the attractiveness of the US equity market and the importance of diversification today. Listen here: https://lnkd.in/dG8J9rUF

As investors increasingly look beyond traditional stock and bond portfolios, we’re excited to announce our strategic relationship with Bridgewater Associates to widen access to alternative investment strategies. Get the details: http://ms.spr.ly/6042WSaI2

Bridgewater Associates proudly congratulates Jennifer Armstrong, and Tracey Brady Yurko, for being named to The Hedge Fund Journal’s annual “50 Leading Women in Hedge Funds” 2024 report. They are in good company with the 48 other leading women who were honored, as well as the past Bridgewater honorees. Congratulations, Tracey and Jen!

Bridgewater’s Chief Scientist of AIA Labs and Head of AI/ML Jasjeet Sekhon discusses the history of AI and its rapid progress, the problems facing large language models today and how they could be addressed, and the two possible paths that AI could take in the future. Read more: https://lnkd.in/eCQ4iyQd

Co-CIO Karen Karniol-Tambour joins the Goldman Sachs Exchanges: Great Investors podcast to discuss the US economy and what’s next for the Fed, how AI could impact productivity and equities, and more. She also reflects on her time at Bridgewater, how her role has evolved, and what it takes to build strong teams and investment cultures. Listen Here: https://lnkd.in/eEb9wBpM

The biggest drivers of market outcomes today are the limits policy makers face and how they choose to navigate them. Our CIOs describe this dynamic and how it creates opportunities for investors. Read more: https://lnkd.in/e3ix3PTH

Bridgewater convened Heads of State, policymakers, multilateral development banks, and other leaders across public, private, and civil sectors at the Economic Development Assembly to focus on illuminating Africa’s future. The underpinning of the Assembly was Bridgewater’s research, which highlighted the opportunities and obstacles facing Sub-Saharan Africa. We are proud to have worked with our partners Global Citizen and Harith General Partners to support The World Bank’s 21st International Development Association (IDA) replenishment as co-hosts of the Assembly in Abidjan, Côte d’Ivoire. In April, we responded to the World Bank’s call for support of the 21st IDA replenishment. Now, five months later, CEO Nir Bar Dea, opened the Assembly with a keynote identifying the challenges and opportunities facing African economic development and how IDA replenishment can empower growth across the continent. Deputy CEO Porter D. and Co-Head of Investment Implementation Devon Long also discussed the research that Bridgewater produced, highlighting key findings including the need to increase public investment in Sub-Saharan Africa to raise millions of people out of energy poverty and further global economic growth. Prominent leaders from across the world publicly committed to supporting African economic development by signing the Abidjan Accord, a call to action for leaders of G-20 nations to increase their commitments by 20% to the 21st IDA replenishment. Thanks to the support of over 100 signatories of the Abidjan Accord, we have taken another step forward in the important effort to support the World Bank’s IDA 21st replenishment—and Africa’s economic future. Learn more: https://lnkd.in/ey3wwcKi

Co-CIO Greg Jensen explains that the greatest bubbles require a transformational technology and a ripe macro and monetary backdrop. We now have both—so he believes the AI bubble is ahead of us, not behind us. Read more: https://lnkd.in/eme3Cswg Atul Narayan, Alex Greene, Lauren Simon