Bridgewater’s Karniol-Tambour Says Growth Outlook Favors Stocks
- Firm co-CIO sees a strong growth, strong inflation environment
- Good time to spread ‘across a lot of countries,’ she says
Karen Karniol-Tambour
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Bridgewater Associates co-chief investment officer Karen Karniol-Tambour said she favors equities over bonds as the resilient economy threatens to keep inflation elevated.
“You are, on the margin, more likely to get a strong growth and stronger-than-expected inflation environment,” the executive said Tuesday at the iConnections Global Alts conference in Miami Beach. “But that could change quickly because with the amount of policy uncertainty you have, it’s not hard to imagine one policy change really tilting us in terms of the macro environment.”