GMO provides the names of articles that have appeared during the year that include quotes by GMO investment professionals. Though we make full reprints of articles available from time to time on the website, it is not practical to do so for the majority of our media mentions. As such, if you would like reprints of any of the articles listed below that do not already appear on our website, please contact the publisher of the article directly. Articles that are available in our Library are noted with an asterisk after the title. You must be a registered user to access articles in the Library.
Financial Times, September 12, 2011
Edward Chancellor contributes 'The Last Word' commentary today in the Financial Times 'FTfm' special section ("Asia: Take Note of other Property Bubbles"). See text online (registration required for access) at:
Financial Times, August 1, 2011
Edward Chancellor contributes 'The Last Word' commentary today in the Financial Times 'FTfm' special section ("A hapless union has lost its direction"). See text online (registration required for access) at:
Smart Money, July 2011
The cover story cites GMO Global Balanced Asset Allocation among "tactical funds with strong returns" ("Investing Reinvented: A SmartMoney Master Plan," by Reshma Kapadia and Matthew Heimer).
Morningstar FundInvestor, July 2011
The cover story of FundInvestor reviews guidance from speakers at the June Morningstar Investment Conference, including Ben Inker ("Ideas for a Slow-Growing, Low-Yielding Landscape," p. 1, by Russ Kinnel).
Business & Finance (Ireland), July 2011
Irish monthly Business & Finance in its July issue cites data on China's consumption of natural resources from Part 1 of the GMO Quarterly Letter ("Assume a defensive pose: There are clear signs of increase in jitters in global markets, and investors have already started the process of repositioning themselves for a rocky few months," by Phillip O'Sullivan).
CBS MoneyWatch, July 26, 2011
The CBS MoneyWatch 'Investment Insights' column Tuesday cited Jeremy Grantham on the Presidential Cycle ("Past the Debt Plan: Stocks Set for a Second-Half Bounce? The market of 2011 is tracing an uncannily similar pattern to 1951, suggesting stocks may be poised for a solid second-half bounce").
Pensions & Investments, July 25, 2011
A feature in this week's Pensions & Investments reports on James Montier's white paper on tail risk protection and response from consultants and investors ("New paper says cash is on the money as a solution to tail risk," p. 2, by Doug Appell).
Financial Times, July 25, 2011
The Financial Times 'FTfm' special section covered James Montier's white paper on tail risk protection ("Popular tail-risk hedging is under attack," by Ellen Kelleher).
Forbes, July 18, 2011
Columnist Bill Baldwin covers Part 1 of the GMO Quarterly Letter, with additional comments from Jeremy Grantham ("Inflation Hedge: Australia: Don't buy commodity futures. Buy commodity producers").
Financial Times, July 11, 2011
Edward Chancellor contributes 'The Last Word' commentary today in the Financial Times 'FTfm' special section ("China's bad debts a cause for concern," by Edward Chancellor). See text online (registration required for access) at: http://www.ft.com/cms/s/0/d49e508e-a89b-11e0-8a97-00144feabdc0.html
MarketWatch, June 30, 2011
MarketWatch's 'ROI' column today cites James Montier's white paper on tail risk protection ("Why you don't need a 'black swan' fund: Commentary: Seven reasons to avoid Wall Street 'protection rackets,'" by Brett Arends).
Barron's, June 29, 2011
The Barron's 'Focus on Funds' blog reported yesterday on James Montier's white paper on tail risk protection ("GMO Warns 'Tail Risk' Funds Much Ado About Hype," by Murray Coleman).
Moneylife (India), June 16, 2011
In the cover story on the outlook for Indian stocks in India's Moneylife personal-finance magazine last week, the editor reviewed past and recent GMO Quarterly Letters for the U.S. outlook, advising, "You can ignore the millions of words available on the Internet on the US market and simply cut the chase and read Grantham" ("Bull Doze: Muted growth in corporate profit, a US slowdown, a stronger dollar and reduced FII inflows... bulls have a lot going against them. If the market crashes, when should you buy," by Debashis Basu).
Morningstar, June 16, 2011
In a Morningstar 'Improving Your Finances' article yesterday on "how to make sure that your advisor's proposed financial plan passes the sniff test," director of personal finance Christine Benz cited GMO's current asset-class forecasts ("Do Your Advisor's Recommendations Add Up? In Part 1 of a series on how to ensure a proposed financial plan is sustainable, we analyze ways to conduct due diligence on what your advisor suggests").
CBS MoneyWatch, June 10, 2011
In a review on Friday of last week's Morningstar Investment Conference, CBS MoneyWatch executive editor Jack Otter cited Ben Inker's remarks at the conference ("How to Find Income in a Low Interest Rate World").
CNBC, June 10, 2011
Tom Hancock appeared on CNBC's 'Squawk on the Street' program in an interview with anchor Bill Griffeth from the Morningstar Investment Conference in Chicago ("Best of the Best: All-Star Investing Advice").
Morningstar, June 9, 2011
Morningstar.com today highlights on its home page a video interview of Ben Inker recorded by director of personal finance Christine Benz last week at the Morningstar Investment Conference ("The Only Things Worth Owning in the U.S. Equity Space: GMO's Ben Inker says high-quality stocks are the only domestic-equity assets currently priced to deliver a decent real return").
Economic Times (India), June 7, 2011
The Economic Times of India reported Tuesday on remarks from Arjun Divecha at the Conference of Montreal's International Economic Forum of the Americas on Monday in Montreal ("Investors shift focus to emerging market consumers").
MarketWatch, June 7, 2011
MarketWatch's 'ROI' column Tuesday on a study by finance academic Bob Haugen cited James Montier ("Wall Street's biggest secret: The one thing investors need to know").
Morningstar, June 6, 2011
Morningstar's 'Fund Spy' column Monday previewed its Investment Conference this week in Chicago, including a panel on asset allocation with Ben Inker this afternoon and a panel on momentum investing with Tom Hancock tomorrow ("A Bushel Full of Questions for Investors: Where are we headed? The conference knows," by Russ Kinnel).
Financial Times, June 6, 2011
Edward Chancellor contributes 'The Last Word' commentary today in the Financial Times 'FTfm' special section ("China investors: beware of inequality," by Edward Chancellor). See text online (may require registration) at:
Financial Times, June 4, 2011
A feature on timber in the weekend Financial Times quoted Eva Greger ("Trees promise solid long-term growth," by Emma Boyde).
Wall Street Journal (Europe), June 3, 2011
Columnist Alen Mattich cited Jeremy Grantham Friday in an 'Agenda' column on the U.K. property market, ("U.K. Housing Sits on Aspic, Not Firmer Foundations," by Alen Mattich).
Pensions & Investments, May 30, 2011
A front-page story in this week's Pensions & Investments covers the GMO Quarterly Letter, with additional comments from Jeremy Grantham ("Cautious Grantham hopes timing is better," by Douglas Appell).
Dow Jones, May 19, 2011
The Dow Jones 'Money Talks' column from London Thursday cited James Montier's "Seven Immutable Laws" and Jeremy Grantham from the GMO Quarterly Letter ("Waiting for the Fat Pitch," by Alen Mattich).
Barron's, May 16, 2011
This week's Barron's 'Asian Trader' column highlights Edward Chancellor's white papers on Japan and China, with additional comments from Edward ("Favoring Japan Over China: Beijing is creating unsustainable growth, a money manager argues, while Toyko soon could be exiting its debt trap. Good news for Japanese stocks," p. M7, by Leslie Norton).
Business Times (Singapore), May 14, 2011
In the weekend edition of the Business Times of Singapore, 'Show Me the Money' columnist Teh Hooi Ling related a brief conversation on profit margins and PEs held with Jeremy Grantham at the Government of Singapore Investment Corporation conference ("Singapore market still deemed healthy: It seems that high profit margins do not translate into high PE ratios," by Teh Hooi Ling).
CBS MoneyWatch, May 12, 2011
The CBS MoneyWatch 'Against the Grain' column today reports on the GMO Quarterly Letter ("Grantham: Sell in May and Don't Come Back," by Conrad de Aenlle).
ETFguide, May 11, 2011
The editor of the ETFguide site commented yesterday on the GMO Quarterly Letter ("Is it Time to 'Fight the Fed? Conventional wisdom says not to 'fight the Federal Reserve' but Jeremy Grantham, in his latest piece, argues against that. Does he have a point?," by Ron DeLegge).
Financial Times, May 9, 2011
Edward Chancellor contributed 'The Last Word' commentary yesterday in the Financial Times 'FTfm' special section ("What to do with a recalcitrant dollar"). See text below; online at:
Sydney Morning Herald, May 5, 2011
The Sydney Morning Herald reports remarks to the Australian media from Jeremy Grantham on the themes of the GMO Quarterly Letter ("US investment guru praises carbon tax: Jeremy Grantham says the days of abundant resources and falling prices are over forever," p. 5, by Leonie Lamont).
Wall Street Journal, May 2, 2011
The lead feature today in the Wall Street Journal's 'Investing in Funds' monthly special section quotes from James Montier's "Seven Immutable Laws" paper ("Stress-Test Your Portfolio: How to prepare for risks known and unknown," p. R1, by Jonathan Burton of MarketWatch).
Financial Times, April 29, 2011
A commentary in today's Financial Times covers the GMO Quarterly Letter ("Good weather could bring on a nasty rash," by Merryn Somerset Webb).
Alphaville, April 26, 2011
The Financial Times 'Alphaville' blog today covers the GMO Quarterly Letter, excerpting extensively from the letter and reprinting selected exhibits ("Grantham comes nose to nose with a paradigm shift," by Neil Hume).
Barron's, April 25, 2011
Ben Inker is quoted in this week's Barron's 'Big Money Poll' cover story ("Watch Your Step! America's money managers are bullish in Barron's latest Big Money poll, but picking their spots with care. The crowd is seeking safety in big, defensive stocks," p. 27, by Jack Willoughby).
Reuters, March 10, 2011
Reuters columnist James Saft quotes James Montier's "Seven Immutable Laws" white paper ("Patience is priceless, but doesn't pay").
Sydney Morning Herald, March 9, 2011
The Sydney Morning Herald cited the third-quarter GMO Quarterly Letter in reporting on "doomsday" sentiment among "America's leading investment gurus" ("Doomsayers: it could all turn ugly again," by Stuart Washington).
Financial Times, March 7, 2011
Edward Chancellor contributes 'The Last Word' commentary today in the Financial Times 'FTfm' special section ("Cautionary Tale for China's Rail Boom"). See text online (registration required for access) at:
Barron's, February 28, 2011
Barron's associate editor Mike Santoli cites GMO Quality in his 'Streetwise' column ("Sometimes a Great Notion: The equity world's long-held thought that investors should be rotating toward 'high quality' stocks is one that deserves another chance," p. 11).
Morningstar, February 22, 2011
Morningstar 'Fund Spy' column cites Ben Inker among "some of the mutual fund industry's best go-anywhere managers" finding "wide-moat" stocks "more attractive relative to the broad market, lower-quality fare, and small-cap stocks" ("Three Reasons Not to Give Up On Quality Stocks, Funds: Why investors should stick with wide-moat funds," by Ryan Leggio).
Barron's, February 21, 2011
In a research note excerpted in Barron's 'Market Watch' roundup of advisory opinion, Albert Edwards of Societe Generale quotes Edward Chancellor's Financial Times February commentary on China ("Is China a Hidden Bubble?," p. M15, edited by Don Perman).
Financial Times, February 21, 2011
In his 'Last Word' commentary in the Financial Times 'FTfm' special section, investment editor James Mackintosh cited Jeremy Grantham as "perhaps the most prominent" among the "many who share a version of this view" that "shares are wildly overpriced" yet likely "to carry on up for a while yet" ("A scary reality lurks beneath the fantasy"). See the commentary online (registration required) at:
Financial Times, February 17, 2011
The Financial Times cites Jeremy Grantham on "seven lean years" ("Yield-hungry investors should get real," by Richard Milne). See the story online at:
Forbes, February 17, 2011
The Forbes 'Intelligent Investing' blog covered the Letters to the Investment Committee section of the GMO Quarterly Letter ("Bubble Talk: Grantham Warns of The Paradox of Profit Margins"). See the story online at:
Financial Times, February 7, 2011
Edward Chancellor contributes 'The Last Word' commentary today in the Financial Times 'FTfm' special section ("Entranced by China's Bubbling Economy"). See text online (registration required for access) at:
Barron's, January 2011
This week's Barron's cover story cites Jeremy Grantham ("Our 10 Favorite Stocks for 2011," p. 17, by Andrew Bary). See the online (subscription required) at:
Money Management (U.K.), January 2011
A commentary in the FT monthly Money Management quotes from James Montier's "I Want to Break Free" paper ("Relative or absolute returns? Don't be a slave to outdated theories about returns," by Russell Taylor). See online (subscription required) at:
Smart Money, January 2011
A 'Street Smart' item in the January issue of Smart Money quotes from the GMO Quarterly Letter on timber ("Planting Trees In Your Portfolio: Forget the hoopla over precious metals; Some pros favor another hard asset," p. 28, by Alyssa Abkowitz).
Toronto Globe & Mail, January 29, 2011
Toronto Globe & Mail columnist David Berman quoted the GMO Quarterly Letter in his column ("Rising rates and the risk to a booming investment environment," p. B8).
MarketWatch, January 19, 2011
The MarketWatch 'Your Portfolio' column cited GMO's asset-class forecasts ("Where to invest over the next 10 years: Say goodbye to 10% annual returns, and watch out for bonds," by Robert Powell).
Wall Street Journal, January 16, 2011
The lead story in the Wall Street Journal cited Jeremy Grantham among "people who accurately predicted the last crisis" and "are pretty cautious right now" ("Don't Get Carried Away by the Market Rally," by Brett Arends). See the story online at:
CBS MoneyWatch, January 16, 2011
The CBS MoneyWatch column 'The Macro View' carried the full text of Eisenhower's Farewell Address, excerpting selected comments from Jeremy Grantham's "I Like Ike" commentary ("Eisenhower's Farewell Address, Haunting Us 50 Years Later," by John Keefe). See the story, with Jeremy's comments following the text of the speech online at:
Bloomberg, January 12, 2011
The Bloomberg newswire reports today on Arjun Divecha's Emerging Thoughts commentary ("GMO 'Underweight' China, India Stocks on Valuation, Inflation," by Ye Xie). See the story online at:
Financial Times, January 10, 2011
Edward Chancellor contributes 'The Last Word' commentary today in the Financial Times 'FTfm' special section ("Valuation riddle for the yellow metal"). See text online (registration required for access) at:
Associated Press, January 10, 2011
Jeremy Grantham was cited in a story on the outlook for corporate profit margins in the U.S. ("Stocks are riding on higher profit margins: Can companies squeeze more out of their workers? If you're an investor, you better hope so," by Bernard Condon).
Dow Jones, January 7, 2011
George Estes commented in a Dow Jones newswire story on the outlook for Greek sovereign debt ("Yield Spreads On Greek Sovereign Debt Hit Record Intraday High," by Katy Burne). See online (with subscription) at:
Barron's, January 3, 2011
Ben Inker is the subject of the feature interview in this week's Barron's ("The Charms of Cash: An interview with Ben Inker, head of asset allocation at Boston-based money manager GMO. His advice: a big cash position and a defensive posture," p. 27, by Lawrence Strauss). See text online (subscription required) at: