Karen Karniol-Tambour from Bridgewater Associates at 2024 Robin Hood Investors Conference shared her insights about issues that investors are currently facing, where are the pockets of opportunities in the market, China market developments, and the bonds as an asset to own.
To start off her conversation with the moderator Mike Jacobellis, Karen pointed out that inflation today is not a major issue for investors. GDP growth is stable and now is a good time to take risks. Currently, stock valuations are already including factors like Fed easing, and GDP growth.
The rise in spending is fueled by existential drivers like income and balance sheets that are not impacted by demand.
When talking about building a resilient portfolio Karen means that it needs...
