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
Bracing Yourself for a Possible Near-Term Melt-Up
Despite being one of the highest-priced markets in the US history, it is showing signs of entering the melt-up phase of this very long bull market
Jeremy Grantham - March 05, 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
An Uncertain Transition
Climate change not only presents major risks and problems for the environment, but also has investment implications in the energy sector
Jeremy Grantham - September 12, 2017
