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, December 10, 2012
Arjun Divecha commented in the 'FTfm' special section in an analysis feature on active versus passive strategies in emerging-market equities ("Rise in EM passive funds raises issues about risk: Emma Boyde hears the arguments for and against index-linked strategies in emerging markets," p. FTfm10). See text online (registration required for access) at: http://www.ft.com/intl/cms/s/0/f3eb4d94-3890-11e2-bd7d-00144feabdc0.html
Financial Times, December 3, 2012
Edward Chancellor contributes to 'The Last Word' commentary in the 'FTfm' special section ("Lessons from the weather forecasters," p. FTfm28). See text online (registration required for access) at: http://www.ft.com/intl/cms/s/0/47e343be-3a0f-11e2-baac-00144feabdc0.html
Financial Times, December 3, 2012
Ben Inker comments in the 'FTfm' special section on the outlook for corporate bonds ("Corporate bond bubble fears continue to grow," p. FTfm10, by Ruth Sullivan). See text online (registration required for access) at: http://www.ft.com/intl/cms/s/0/5d9d8a00-398f-11e2-85d3-00144feabdc0.html
Financial Times, November 26, 2012
Comments from Ben Inker on GMO's positioning in the benchmark-free allocation strategy ("GMO abandons bond market," by Dan McCrum). See text online (registration required for access) at: http://www.ft.com/intl/cms/s/0/d6ae8e78-326c-11e2-ae2f-00144feabdc0.html
The Business Times (Singapore), November 10, 2012
The 'Show Me the Money' column covered the "Profits for the Long Run" paper by Chuck Joyce and Kim Mayer ("Market consistently underprices quality," by Teh Hooi Ling). See text online (registration required for access) at: http://www.businesstimes.com.sg/premium/wealth/show-me-money/market-consistently-underprices-quality-20121110
Financial Times, November 6, 2012
Arjun Divecha comments in a story on the performance of smaller emerging markets in 2012 (“Brics blunt EM returns as smaller markets soar,” p. 32 of U.K. edition, p. 20 of U.S. edition, by Robin Wigglesworth). See text online (registration required for access) at: http://www.ft.com/intl/cms/s/0/ab6ec1fe-275b-11e2-9863-00144feabdc0.html
Financial Times, November 5, 2012
Edward Chancellor contributes to The Last Word commentary in the FTfm special section ("It pays for Berlin to quit the Eurozone,” p. FTfm28 of U.S. edition, p. FTfm36 of U.K. edition). See text online (registration required for access) at: http://www.ft.com/intl/cms/s/0/6bdc9538-24dc-11e2-86fb-00144feabdc0.html
No-Load Fund Analyst, November, 2012
The November issue features an interview with Ben Inker ("Evaluating Equities in an Uncertain Economy: A Conversation With GMO's Ben Inker," p. 17, by Rajat Jain).
CFA Institute, October 24, 2012
The 'Enterprising Investor' blog reported on remarks from James Montier earlier this month at the European Investing Summit online conference ("James Montier Applies His Seven Immutable Laws of Investing to Europe," by David Larrabee).
Financial Times, October 1, 2012
Edward Chancellor contributes to The Last Word commentary in the FTfm special section ("Information revolution yet to pay off,” p. FTfm36). See text online (registration required for access) at: http://www.ft.com/cms/s/0/52286386-093b-11e2-a5a9-00144feabdc0.html
Wall Street Journal Sunday, September 23, 2012
The lead story quoted Ben Inker on the outlook for U.S. stocks ("The Market Outlook: Not Bad, Could Be Better," by Tom Lauricella).
Financial Times, September 10, 2012
Edward Chancellor contributes to The Last Word commentary in the FTfm special section ("The long-term impact of low rates,” p. FTfm36 of U.K. edition, p. FTfm of U.S. edition). See text online (registration required for access) at: http://www.ft.com/intl/cms/s/0/9a797d52-f8b8-11e1-8d92-00144feabdc0.html
Financial Times, August 14, 2012
Jeremy Grantham contributes a commentary appearing in all editions of the Financial Times ("The food crisis should not be left to cowboy capitalists," p. 11 of U.K. edition, p. 9 of U.S. edition). See text online (registration required for access) at: http://www.ft.com/intl/cms/s/0/8f2f7fae-e531-11e1-8ac0-00144feab49a.html
Barron's, August 13, 2012
The Focus on Funds blog covers Ben Inker's white paper on equity returns ("GMO's Inker Says Equities Not Dead, Just Healing," by Reshma Kapadia).
Financial Times, August 7, 2012
Quoted the GMO Quarterly Letter in coverage of second-quarter earnings for European companies ("Shaky European profits raise doubt over equities rally: Sanguine response to poor second-quarter numbers suggests some disappointment is already priced in," p. 28, by Bryce Elder).
Financial Times, August 6, 2012
Edward Chancellor contributes to The Last Word commentary in the FTfm special section ("China's cash pile provides no shield," p. FTfm24 of U.K. edition, p. FTfm16 of U.S. edition). See text online (registration required for access) at: http://www.ft.com/intl/cms/s/0/de41c970-dd44-11e1-aa7b-00144feab49a.html
CNBC.com, August 2, 2012
Reports on the GMO Quarterly Letter ("Spike in Crop Prices May Signal 'Chronic Food Crisis'," by John Melloy).
Smart Money, August 2012
Wall Street Journal investing columnist Brett Arends cites Ben Inker ("The Case for European Blue Chips: What do Europe's economic woes mean for European stocks? Not as much as you might think").
Morningstar, July 13, 2012
Rich Mattione's white paper, "The Pain in Spain," was featured on the Morningstar home page. The paper is available in the Library of the website.
New Statesman (U.K.), July 11, 2012
Jeremy Grantham contributed a commentary to the U.K. weekly New Statesman ("The big crunch: We've structured modern life on a model of permanent growth, yet our planet's resources are finite -- from food and fuel to water and land -- and fast running out. What can we do to save the situation?").
Financial Times, July 7, 2012
Arjun Divecha commented in the weekend edition of the Financial Times in a 'World News' feature on credit growth in emerging markets ("Emerging markets face debt hangover," p. 2 of U.S. edition, p. 8 of U.K. edition, by Stefan Wagstyl and John Paul Rathbone).
Financial Times, July 2, 2012
Edward Chancellor contributed 'The Last Word' commentary in the 'FTfm' special section ("A eurocrisis solution -- a German exit," p. FTfm24). See text online (registration required for access) at: http://www.ft.com/intl/cms/s/0/9705abbe-c1bd-11e1-8e7c-00144feabdc0.html
Money magazine, July 2012
The Readers Choice issue features Jeremy Grantham in 'The Money Interview' ("Value Investor Jeremy Grantham Saw the Great Bubbles and Great Buys of the 2000s Coming. Bet You Want to Know What He's Seeing Now," p. 80, by Janice Revell).
Wall Street Journal, June 16, 2012
Weekend Investor column covered the "Profits for the Long Run" paper by Chuck Joyce and Kimball Mayer ("The Case for 'Wide Moat' Stocks," p. B7, by Jack Hough).
Pensions & Investments, June 11, 2012
Edward Chancellor comments in a front-page story on the outlook for fixed-income as a "safe haven" asset class (No safe haven: Debate rages as to whether fixed income will continue to offer protection," by Doug Appell).
Dow Jones, June 7, 2012
Reported that Jeremy Grantham will serve on the newly established Systemic Risk Council ("Ex-Regulators, Finance Big Wigs to Push Along Rules on Risk," by Liz Moyer).
MarketWatch, June 5, 2012
Funds for Thought column highlighted GMO Benchmark-Free Allocation and GMO Global Asset Allocation among "funds that have shown good performance over a number of years in different market conditions and whose managers have wide discretion in how they invest" ("One-decision funds for overwhelmed investors: 'World allocation' category simplifies a complex process," by Conrad de Aenlle).
aiCIO, June 4, 2012
Reports on Tina Vandersteel's white paper, "The What-Why-When-How Guide to Owning Emerging Country Debt" ("Emerging Country Debt: The Archetype for Active Management, GMO Says," by Paula Vasan).
Financial Times, June 4, 2012
Edward Chancellor contributes The Last Word commentary in the FTfm special section ("China set to continue supersize binge," p. FTfm16 of U.S. edition, p. FTfm24 of U.K. edition). See text online (registration required for access) at: http://www.ft.com/intl/cms/s/0/ae765bf2-abbc-11e1-a8a0-00144feabdc0.html
Forbes, May 29, 2012
A posting to the Great Speculations blog cited James Montier's March paper on profit margins ("You Want To Be Liquid When the Big Bubble Bursts," by Rick Ashburn).
Forbes, May 21, 2012
Arjun Divecha comments in a feature on investing in emerging markets ("Timid Investor's Guide To Emerging Markets," p. 56, by William Baldwin).
Smart Money, May 15, 2012
In a SmartMoney.com commentary on JPMorgan Chase's trading loss, 'ROI' columnist Brett Arends covers James Montier's remarks last week to the CFA Institute Annual Conference in Chicago ("Why We're All J.P. Morgan Now: The entire world of investing, including your 401(k), is now being run just like J.P. Morgan's 'synthetic credit portfolio'").
Australian Financial Review, May 9, 2012
Featured comments from James Montier on the investment outlook ("Bonds are making stocks look good," p. 29, by Jonathan Shapiro).
Institutional Investor, May 2012
The online edition announces this week the magazine's 2012 U.S. Investment Management Award winners, including GMO for Large-Cap Core Equity ("Money Masters: The money managers and investors who took home Institutional Investor's third annual U.S. Investment management Awards stick to what they do best, but don't shy away from doing it," by Julie Segal).
Financial Times, April 2, 2012
Edward Chancellor contributes to The Last Word commentary in the FTfm special section ("Post-war financial repression is back," p. FTfm 32 of U.K. edition, p. FTfm 24 of U.S. edition). See text online (registration required for access) at: http://www.ft.com/intl/cms/s/0/2b3ce90a-7a38-11e1-9c77-00144feab49a.html
Financial Times, April 2, 2012
A Viewpoint column in the FTfm special section covers the GMO Quarterly Letter's review of GMO's 10-year asset-class forecasts as of December 31, 2001 ("The simple truth about good forecasting," p. FTfm 9, by Jonathan Davis).
Wall Street Journal, April 2, 2012
'Quarterly Markets Review & Outlook' features a Q&A with Ben Inker on the outlook for U.S. stocks ("Two Pros Weigh In on U.S. Stocks," p. C5, by Jonathan Cheng and Matt Phillips).
The Economist, March 31, 2012
The Buttonwood column cites James Montier's paper on profit margins ("Marginal improvement: Corporate profit margins are extremely high. Can they be sustained?").
Financial Times, March 22, 2012
Edward Chancellor contributes a commentary on China to the 'After the Purge' series ("Chinese corruption plays catch-up," p. 35 of U.K. edition, p. 9 of U.S. edition).
Financial Times, March 5, 2012
Edward Chancellor contributes 'The Last Word' commentary in the 'FTfm' special section ("Japan catches the Bernanke religion," p. FTfm 36 of U.K. edition, p. FTfm 28 of U.S. edition).
Morningstar Advisor, March 2012
Edward Chancellor is featured in a six-page 'Morningstar Conversation' with UBS senior economic advisor George Magnus on the outlook for Europe ("Europe on the Brink: Two experts question the eurozone's response to the debt crisis and wonder whether it's possible to repair the damage," by Ben Johnson).
Barron’s, February 27, 2012
Jeremy Grantham is the subject of the feature interview in this week's Barron's ("Not So Fast: Coping With Slow Growth," p. 36, by Leslie Norton).
Dow Jones, February 23, 2012
Ben Inker comments in the newswire's 'Getting Personal' personal-finance column on investing in emerging-market equities ("Chasing GDP Growth May Disappoint Investors," by Daisy Maxey).
Sunday Times, February 19, 2012
A guest commentary in the Sunday Times of South Africa cited GMO research on quality stocks ("Evolving theories on how to triumph with stocks," by Hlelo Giyose of First Avenue Investment Management).
Wall Street Journal, February 6, 2012
Ben Inker comments a 'Portfolio Strategy' story on risk-parity funds in the Wall Street Journal's 'Investing in Funds' monthly special section ("New Allocation Funds Redefine Idea of 'Balance': The focus on equalizing risk leads to fewer dollars in stocks," p. R4, by Veronica Dagher). See the story online at: http://online.wsj.com/article/SB10001424052970204542404577158970902886322.html
Fortune, February 6, 2012
Jeremy Grantham is cited in a 'Closer Look' item on the impact of U.S. ethanol policy on food-price inflation ("The Food-Fuel Dilemma: Demand for corn ethanol is raising food prices. What's needed is a policy change," p. 12, by Scott Cendrowski).
Financial Times, February 6, 2012
Edward Chancellor contributes 'The Last Word' commentary today in the Financial Times 'FTfm' special section ("ECB 'saves' banks as economies sink," p. FTfm24). See text of the commentary below; online at: http://www.ft.com/intl/cms/s/0/af0f74ba-4d82-11e1-b96c-00144feabdc0.html (registration required for access)
Morningstar FundInvestor, January 2012
In the cover story of the January Morningstar FundInvestor, editor Russ Kinnel covers GMO's asset-class forecasts as of November 30 in a review of "where some of the top asset allocators are investing" ("What to Buy for 2012 and Beyond," p. 1). See the story online at: http://mfi.morningstar.com/Newsletter.aspx (subscription required to download issue)
Irish Times, January 27, 2012
The Irish Times 'Stock Take' column covered Edward Chancellor's remarks on China at Societe Generale's annual strategy seminar in London ("Bubble in China," p. 9, by Proinsias O'Mahony).
See the story online at: http://www.irishtimes.com/newspaper/finance/2012/0127/1224310799423.html
aiCIO, January 24, 2012
The online edition of aiCIO magazine reported yesterday on the November GMO white paper by David Cowan and Sam Wilderman, "Re-Thinking Risk: What the Beta Puzzle Tells Us about Investing" ("GMO: Beware of Beta as a Measure of Risk"). See the story online at: http://www.ai-cio.com/channel/NEWSMAKERS/GMO__Beware_of_Beta_as_a_Measure_of_Risk.html
Financial Times, January 23, 2012
A 'Viewpoint' commentary yesterday in the Financial Times 'FTfm' special section cited James Montier ("What the forecasts reveal about market sentiment," p. 7 of U.K. edition, by Jonathan Davis). See the story online at: http://www.ft.com/intl/cms/s/0/68f83ccc-42c5-11e1-93ea-00144feab49a.html (registration required for access)
Sydney Morning Herald, January 23, 2012
Jeremy Grantham was cited in a story on Australian housing affordability ("Prices drop but houses still up on global list," by Chris Zappone). See the story online at: http://www.smh.com.au/business/unaffordable-still-real-state-of-real-estate-20120122-1qc3l.html
Sunday Telegraph (UK), January 22, 2012
Edward Chancellor was quoted in a story on the investment outlook for China in the Sunday Telegraph of London ("Chinese New Year: has the fire gone out of the dragon for investors?: With Chinese New Year celebrations about to start this week, several investment groups are encouraging investors to keep faith with China despite some dismal returns of late," by Justin Harper). See the story online at: http://www.telegraph.co.uk/finance/personalfinance/investing/9031654/Chinese-New-Year-has-the-fire-gone-out-of-the-dragon-for-investors.html
Bloomberg BusinessWeek, January 16, 2012
A story in the January 16 Bloomberg BusinessWeek cited the December GMO Quarterly Letter on the performance of the GMO Quality strategy in 2011 ("Why the Bluest Blue Chips Rule This Market: Investors flock to dividend-paying stocks for safety and income," p. 41, by Roben Farzad).
Financial Times, January 16, 2012
A front-page item in Monday's Financial Times 'FTfm' special section quoted Ben Inker on GMO's view of valuations for European and Japanese equities ("GMO snaps up bargain stocks," by Sophia Grene).
Business Times (Singapore), January 14, 2012
Arjun Divecha's Emerging Thoughts commentary on capturing domestic demand in emerging markets ("The best way to get exposure to emerging markets: Invest in global companies that directly serve burgeoning middle-class demand," by Teh Hooi Ling).
The Economist, January 11, 2012
The Economist's 'Buttonwood' columnist last Wednesday cited Edward Chancellor's remarks on China at Societe Generale's annual strategy seminar in London ("The view from SocGen"). See the last paragraph of the posting below; online at: http://www.economist.com/blogs/buttonwood/2012/01/economics-and-markets
Financial Times, January 9, 2012
Edward Chancellor contributes 'The Last Word' commentary today in the Financial Times 'FTfm' special section ("Humans are naturaly bad investors," p. 24). See text online (registration required for access) at: http://www.ft.com/intl/cms/s/0/ec067aec-3844-11e1-9d07-00144feabdc0.html
Financial Times, January 5, 2012
Arjun Divecha contributes an 'Insight' commentary in today's Financial Times ("Global stocks best way to tap domestic EM growth," p.19 of U.K. edition, p.20 of U.S. edition). See text online (registration required for access) at: http://www.ft.com/intl/cms/s/0/273ff168-24e2-11e1-8bf9-00144feabdc0.html