Commentary

The Quality Advantage in Small Cap Stocks

GMO’s Small Cap Quality portfolio managers, Hassan Chowdhry and James Mendelson, discussed why small cap valuations are attractive today and why they believe using quality is a better way of investing in the asset class.

Commentary

GMO 7-Year Asset Class Forecast: April 2024

GMO has published a new 7-Year Asset Class Forecast.

Commentary

Timing Your Swing

In September, we wrote a piece discussing some of the growing pains that have impacted clean energy in the last few years. Despite what we believe are compelling long-term growth prospects, the sector has continued to struggle over the past two quarters.

Commentary

Valuation Metrics in Emerging Debt: 1Q24

Local currency rates and FX continue to screen attractive, as credit spreads transition to neutral. As we look ahead to our Emerging Country Debt Strategy’s 30-year anniversary on April 19th, our team paused to reflect on how important our valuation metrics have been in discussions with our clients.

Commentary

GMO 7-Year Asset Class Forecast: 1Q 2024

GMO has published a new 7-Year Asset Class Forecast.

Commentary

GMO 7-Year Asset Class Forecast: February 2024

GMO has published a new 7-Year Asset Class Forecast.

Commentary

Record Highs…but We’re Still Excited

Despite strong gains in equity markets last year and year-to-date as well as indexes sitting at all-time highs, we are extremely excited about the investing landscape from an asset allocation perspective.

Commentary

The Great Paradox of the U.S. Market!

In a new piece, GMO’s long-term investment strategist Jeremy Grantham reexamines the ‘great paradox’ of the U.S. market.

Commentary

Emerging Debt Energy Transition

In this paper, GMO proposes a novel approach to financing emerging countries’ transitions toward cleaner energy production. Indeed, we believe a significant opportunity exists across two dimensions: greenhouse gas (GHG) emissions reduction and investment returns.

Commentary

GMO Equity Dislocation

In this paper, GMO proposes a novel approach to financing emerging countries’ transitions toward cleaner energy production.

Commentary

GMO 7-Year Asset Class Forecast: January 2024

GMO has published a new 7-Year Asset Class Forecast.

Commentary

A Structural Alpha Opportunity

Ratings are an important organizing principle in credit markets, often relied upon as a summary metric of default risk. While they offer a broad categorization, investors in credit markets must rely on much deeper analysis to measure and price the actual default risks involved.

Commentary

Magnificently Concentrated

Your active managers are more competent than they look.

Webinar

LiveCast: Quality: An Essential Ingredient to a Healthy Portfolio

Quality companies have long-term, durable business models and capital discipline, with proven track records. A strategy built around Quality that also considers valuation can mitigate risk and enhance returns.

Join the experts at GMO for a look at their robust Quality strategy that leverages four decades of Quality investing experience, blending quantitative discipline and fundamental analysis.

Commentary

Emerging Local Debt

In this piece we compare two ways to take advantage of the USD’s richness versus emerging market currencies: EM equities and EM local currency debt. We believe that for relative value, diversification, and potential alpha reasons, EM local currency debt deserves a prominent place in portfolios today.