This content is from: Premium

The Market Phenomenon That’s Worrying Bridgewater

The world’s largest hedge fund firm says U.S. stock valuations hinge on what happens to margin growth — which it says is under pressure.

Bridgewater Associates thinks companies will have a tough time maintaining or increasing profit margins after a 25-year rise — and this shift in direction will potentially have major ramifications for the stock market, the firm argued in a recent client note. “The long-term valuation of U.S. equities hinges heavily on what

To continue reading, subscribe now to Premium Journalism. Already a subscriber? Login.

Related Content