Post by Bridgewater Associates

Modern mercantilism and artificial intelligence are reshaping the world, with multiple first and second order implications. One such implication is the shift in inflation pressures, at a time when many investors are positioned for a narrow range of inflation outcomes.        At the 2026 Fiduciary Investors Symposium, Atul Lele, Head of Portfolio Strategists, discussed how we’re wrestling with this in our portfolios as we navigate this new world: https://lnkd.in/e-QvJrtV