Execs at Ray Dalio’s hedge fund say we’re in a ‘once-in-a-generation’ economic shift that ‘threatens the existing world order’
- Veteran Investment Experts in Bridgewater Associates Say that the current economic prospect is leaving the existing global hierarchy. Informer received QuartusThe executives criticized the transfer of Trump administration to mercanticism and “exclusive risks.” The evaluation is stark contrast in November, when one of the Bridgewater leaders advised to invest in US stocks under Trump.
Hedge Fund Ray Dalio’s main investment officials were founded by Bridgewater Associates, warned about the “existing world order” during the trade policy of President Donald Trump.
Trump trade, which ignites its so-called “Liberation Day” tariffs, has been baked through the stock exchange and left the investors from a possible decline. In the latest news in the Bridgewater Associates, which was obtained FortuneCo-Cios Bob Prince, Greg Jensen and Karen Karniol-Tambur stressed the “exceptional risks” to US assets, as the trump card prioritizes “agile transfer”.
“We expect a slowdown in policy agreement with a growing probability,” said three.
Whereas Jpmorgan It predicts the probability of 60%, which the United States is entering the opinion of the co-authors of Bridgewater that the impact will simply fall on the decline and affects the economic hierarchy.
“It simply came to our notice then. “We have been through the 50-year Bridgewater through the 50-year history of great economic movements, so we don’t speak slightly when we say this seems to be a one-time generation.”
The mood differs from Carniol-Tambur announcement In a Yahu Financing the introduction event in November, when he said that spending US stock was “good thing” under Trump.
Historically, the US assets depend on the external influx, “the movement of the assets caused risks if the future is different than the past.” Hedge Fund has described portfolio vulnerability that includes “any weakness of growth”, “Central banks are unable to have easily easily.”
At its base, the new geopolitical and macroeconomic standard will create a sharp threat to investment portfolios under the “one-production technological disorder” for investment portfolios, “the newspaper said.
“It simply came to our notice then.” They said. “Those who adapt quickly and well, they will get slowly and badly adjust to them.”
The White House did not return Fortune Announcement for comment.
This story was originally shown Fortune.com
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