Co-CIO Greg Jensen joins Bloomberg’s “Open Interest” to discuss the opportunities created by the global tightening cycle, the risks related to the US election, and whether there’s an AI bubble. Watch here: https://lnkd.in/egmwuyQ6
Bridgewater Associates
Investment Management
Westport, Connecticut 277,072 followers
About us
Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors. Our investment process is driven by a tireless pursuit to understand how the world’s markets and economies work — using cutting edge technology to validate and execute on timeless and universal investment principles. Founded in 1975, we are a community of independent thinkers who share a commitment for excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture.
- Website
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https://www.bridgewater.com
External link for Bridgewater Associates
- Industry
- Investment Management
- Company size
- 1,001-5,000 employees
- Headquarters
- Westport, Connecticut
- Type
- Privately Held
- Founded
- 1975
Locations
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Primary
One Nyala Farms Road
Westport, Connecticut 06880, US
Employees at Bridgewater Associates
Updates
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Co-CIO Karen Karniol-Tambour recently joined Alex Shahidi on the latest episode of his podcast, "The Insightful Investor" to share insights into her professional journey, Bridgewater's current market outlook, and how to think about building great portfolios in this environment. Listen here: https://lnkd.in/epVwVthr
#29 - Karen Karniol-Tambour: Market Outlook, Portfolio Construction
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Co-CIO Karen Karniol-Tambour describes how bond yields still need to rise to set a price of capital that is sustainable for the world we’re in now. Read more: https://lnkd.in/dwxeGmCr
We’re in the midst of a transition to a higher cost of capital, high enough to compensate for the desire of business & government to spend on inherently inflationary things: AI (near-term inflationary), remilitarization, energy transition, energy security, and the rebuilding of the industrial base to be less reliant on China. That means structurally higher fiscal stimulation, and an environment where small increases in the cost of capital probably won’t do much to slow the economy. Some reflections on this process of transition below.
The Transition to a Higher Cost of Capital
Karen Karniol-Tambour on LinkedIn
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The vast majority of publicly traded companies have announced plans to reduce carbon emissions, but many commitments are not sufficiently ambitious or credible—particularly in high-emitting sectors. As a result, investors may be unknowingly exposed to transition risk without a rigorous process to assess these plans. Read more: https://lnkd.in/eCzEg34K Carsten Stendevad Daniel Hochman Jeremy Ng
Are Corporates on Track to Cut Their Emissions?
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Throughout history, certain companies have dominated the equity market, but co-CIO Bob Prince explores how the process of creative destruction makes staying on top for long periods of time very difficult. Read more: https://lnkd.in/eCM2qB_q Khia Kurtenbach Thomas Maisonneuve
The Life Cycle of Market Champions
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Bridgewater’s Head of Enterprise Risk Management Helene Glotzer joins Ross Overline on an episode of “Investing In Integrity” to discuss her career journey and the leadership values she has garnered over the years. Together, they also explore Bridgewater’s culture of transparency, integrity, and openness—and how to cultivate high-performing teams. Listen here: https://lnkd.in/eSRgsVh6
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While AI investment isn’t yet a major driver of economic growth, co-CIO Greg Jensen says it looks poised to rise rapidly from here—with the potential to shape the business cycle well before AI is in widespread productive use. Read more: https://lnkd.in/eAF_wRJj
Are We on the Brink of an AI Investment Arms Race?
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We congratulate Rick Sharma, our Chief Legal Advisor, on being named to this year’s Involve “Empower Executive Role Model” list for his meaningful contributions promoting inclusion at Bridgewater and beyond. Through his leadership as the Executive Sponsor of our Asian American Network, Rick hosts firm-wide events with prominent Asian-American leaders to share their life journeys, creating a forum to explore insights and experiences, including celebrations for Diwali, Holi, and the Lunar New Year. Learn more about Rick's recognition here: https://lnkd.in/eQAEWQW6
Rick Sharma Named to Involve’s 2024 Empower Executive Role Model List
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Head of Sustainability Research Daniel Hochman joins the "Tuck Energy Currents" podcast to discuss Bridgewater’s research on the primary factors driving the transition to a low carbon economy and to offer advice for young professionals looking to enter the sustainability space. Listen here: https://lnkd.in/ejeWsuKm Revers Center for Energy, Sustainability and Innovation
S.4. E.1. Bridgewater’s Daniel Hochman on the Macro Trends Driving the Transition to a Low Carbon Economy
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At the Milken Institute’s 2024 Global Conference, co-CIO Karen Karniol-Tambour joins a panel of industry leaders to share her thoughts on the macro outlook, touching on where to find geographic diversification, how we’re approaching geopolitical risk, the impact of AI on inflation, and more. Watch here: https://lnkd.in/eB4eTDXf