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        • Why today’s high-fliers are so likely to fall back to Earth

          You can protect your equity portfolios by choosing to bias them toward value and away from the most expensive end of growth

          Ben Inker - June 04, 2021
        • "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