Chris Ward

Matt Bartolini from State Street Investment Management and Chris Ward, the lead architect for Bridgewater's All Weather strategy, dive into the world of investment strategies. They unpack the origins and goals of the All Weather approach, designed for resilience across economic climates. Chris explains how growth and inflation shape asset behaviors, while Matt discusses transforming this strategy into a tax-sensitive ETF. They also explore the use of leverage, the challenges of DIY replication, and the conditions under which the All Weather strategy outshines traditional models.