Displaying 10 results
GMO favors emerging markets value stocks
Firm's seven-year projection for EM value stocks far outshines U.S. large-company stocks.
Taking value into account could improve target-date results: study
Target-date funds can improve outcomes by using relatively simple dynamic swings in their asset allocation – but the…
Emerging markets debt funds soar in popularity
Your parents probably taught you many valuable lessons as a child, such as “Don’t talk to strangers,” and…
Layoffs hit Pimco, GMO as assets shrink amid flight from active management
The departures include top managers and the closure of some funds.
Chart of the day: GMO’s 7-year asset class return forecasts
In his latest white paper, “The 13th Labour of Hercules: capital Preservation in the Age of Financial Repression,”…
Reports of the death of equities has been greatly exaggerated
The following is excerpted from a white paper by Ben Inker, head of GMO’s Asset Allocation group. To…
Rethinking Finance: A Manifesto for Change
The following is excerpted from a white paper by James Montier, a member of the asset allocation team…
Fed policy makes doing right by clients difficult
The following is excerpted from the quarterly commentary of Ben Inker, head of the Asset Allocation group for…
Grantham: How to survive betting against the bull
The central truth of the investment business is that investment behavior is driven by career risk.
Jeremy Grantham: Risky stocks have been driven to ‘extreme overpricing’
The following is an excerpt from the quarterly newsletter of Jeremy Grantham, Chairman of the Board of Grantham Mayo Van Otterloo LLC. To read the full newsletter, please click here.
