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
The hazards of asset allocation in a late-stage major bubble
GMO's Jeremy Grantham is certain that the epic bubble, featuring extreme overvaluation and explosive price rise, will burst
Jeremy Grantham - January 07, 2021
Why the rebound in the stock market is no reason to cheer
GMO’s James Montier tries to make sense of the the frenzied pullback in the US stock market and to him, it doesn't make any sense
James Montier - December 04, 2020
Why EMs are more immune to COVID-19 disruption than DMs
GMO’s EM equity team makes a case for MSCI EM Index’s resilience and speedy recovery
July 30, 2020
"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
The Advent Of A Cynical Bubble
Today’s is a cynical bubble, built not on faith in a new era, but on overoptimism about the ability to get out before everyone else
James Montier - March 07, 2018
