To celebrate 30 years of partnership, GIC and Bridgewater collaborated on a series of joint research projects to identify and assess the most critical issues for investors in the years ahead. In this Bridgewater Daily Observations (BDO) videocast, BDO editor Jim Haskel discusses the takeaways from that work with Jeffrey Jaensubhakij, GIC’s Group Chief Investment Officer; Liew Tzu Mi, GIC’s Chief Investment Officer for Fixed Income & Multi Asset and Chair of the Sustainability Committee; and Bridgewater’s co-CIO Greg Jensen.
The conversation addresses:
- US exceptionalism in the economy and markets, including the structural and cyclical drivers behind it and whether it’s likely to continue;
- The opportunities and challenges presented by artificial intelligence (AI) and the potential investible opportunities;
- China’s evolving economic model and its implications for investors;
- GIC’s approach to sustainable investing
Find the transcript of the BDO here.
