Execs at Ray Dalio’s hedge fund say we’re in a ‘once-in-a-generation’ economic shift that ‘threatens the existing world order’

• Experts to invest in veteran of bridger colleagues Say the current economic view prevents the existing world hierarchy. In a newsletter obtained in QuartzThe executives criticize the transfer of Trump administration to Mercantiliism and the “unique risks.” The exploration is contrary to the contrary in November, if one of the bridge executives recommended invested in US stocks under Trump.

The official investment officers in Fredes Ray Dakatio built, bridge colleagues, warned in a fair order of “Except President Donald Trump’s IT Best Newsletter.

Trump’s trade, which is ignored by his so-called “days of the day’s liberty”, inserted into the stock market and left investors concerned about a potential shrinkage. In the latest newsletter of bridge colleagues wealthCo-Cios Bob Prince, Greg Jensen, and Karen Karniol-Tambour, emphasized “Extraordinary risks” of US administrations such as the administration of the Trump administration in Mercantiliism. “

“We look forward to a slow policy prompt, with an increase in the possibility of recession,” the three wrote.

while Jpmorgan Announced a 60% probability that the US enters a shrinkage, the CO-CIO bridge disruption exceeds a shrinkage and effect of economic hierarchy.

“To declare clearly: we are facing a different economic environment and market that threatened the existing world’s order,” Princen, Jensen, and we have experienced lightweight as a appearance of an appearance. “

Sentiment is different from Karniol-Tambour’s advertisement in a Yahoo Financial investment activity in November where he said holding US stocks is a “good thing” under Trump.

History, US reliant properties of foreign flowings and a “transfer of asset allocations have committed hazards if the future is different from the past,” according to the newsletter. Honto funds of the HEDGED portfolio attributes include “any weaknesses in growth,” “Central banks that have not been able to lighten problems,” and “equity underperformance relative to other parts of the world.”

In its core, a new geopolitical and macroeconomic standard will make a sharp threat to the investment portfolios in a “one year’s newsgroup.

“Deal with a new reality, each must adapt,” they wrote. “Those who match fast and good to cost those who match slow and bad.”
The White House has not returned Fortune’s Ask for comment.

This story originally shown Fortune.com

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