Emerging Markets—No Reward Without Risk
While there may be more pain in the short term, emerging markets are still the best investment opportunity available today
Ben Inker - August 22, 2018
Is investing starting to get difficult again?
If conditions prevailing in the first part of this year persist, asset valuations will very likely have to fall
Ben Inker - May 16, 2018
Trade wars are bad, and nobody wins
Imposing tariffs is likely to lead to rising inflation and fall in export competitiveness — hurting US companies more than the rest of the world
Ben Inker - March 22, 2018
Staying Up At Night
Hedging portfolio risks in uncertain times can be futile but is imperative nonetheless
Ben Inker - May 04, 2017
"In India, valuations appear stretched and growth projections unrealistic"
Ben Inker, head of GMO’s Asset Allocation team, explains why emerging markets figure highly in their portfolio, but India and the US not as much
Rajesh Padmashali - May 31, 2019
Bigger’s not better
The top 50 us companies have been out-earning the smaller ones and it’s been a great time to be a giant. but will it stay that way?
October 05, 2019
Uneasy Calm
Flush with cash, institutional investors are paying a high price for a cheery consensus. Those lining up for a fire sale may not have to wait too long
Rajesh Padmashali - May 29, 2019
Emerging Markets—No Reward Without Risk
While there may be more pain in the short term, emerging markets are still the best investment opportunity available today
Ben Inker - August 22, 2018
Is investing starting to get difficult again?
If conditions prevailing in the first part of this year persist, asset valuations will very likely have to fall
Ben Inker - May 16, 2018
Trade wars are bad, and nobody wins
Imposing tariffs is likely to lead to rising inflation and fall in export competitiveness — hurting US companies more than the rest of the world
Ben Inker - March 22, 2018
Career Risk and Stalin’s Pension Fund
The GMO co-founder on why fund managers could perforce end up investing in emerging markets
Jeremy Grantham - December 15, 2017
Staying Up At Night
Hedging portfolio risks in uncertain times can be futile but is imperative nonetheless
Ben Inker - May 04, 2017
Bursting the bubble
A Fed generated bubble will take S&P to 2,250 before it crashes
Jeremy Grantham - June 29, 2015
