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How to find alpha: Bridgewater Associates' Co-CIO Karen Karniol-Tambour

Goldman Sachs Exchanges

CHAPTER

Monetary Policy and Global Investment Strategies

This chapter examines the evolving landscape of monetary policy, focusing on interest rate changes by the Federal Reserve and their implications for the economy. It highlights China's new economic focus on stability over growth and discusses investment opportunities in Chinese and Japanese markets. Additionally, the chapter explores currency allocation strategies and the impact of U.S. elections on market dynamics and risk management.

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