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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
        • 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