for over 40 years
Jeremy Grantham spoke with CNBC’s Closing Bell about the need for a new “green” Marshall Plan in the U.S. to combat climate change and accelerate economic growth. He also believes the stock market is in a bubble, and he sees opportunities in emerging markets and Value equities.
GMO’s Quality Strategy looks to build an equity portfolio of the highest quality companies globally that investors can hold over the long term through both up and down markets. Our approach leverages the pioneering work GMO has been doing since the 1980s in systematically measuring quality characteristics. To learn more about our strategy, click here.
On October 15, Arjun Divecha and Warren Chiang introduced GMO's unique approach to capitalizing on the inefficiencies of emerging equity markets to some of our investing partners. They discussed the opportunity set in EM, why now is a great time for EM Value, and why our top-down approach is so important.
Resource equities look historically attractive, currently trading at around an 80% discount to the equity market. With global equity markets offering below average expected returns and inflation potentially on its way, we think resource equities provide important diversification and inflation protection for investors today.
GMO is pleased to welcome Drew Edwards and the Usonian Japan Equity team aboard. At GMO, the team will continue to manage its successful Japan Value Strategy – as it has for almost a decade – using a fundamental, value-oriented approach combined with company management engagement to enhance corporate governance. Team members are based in GMO’s Berkeley, California office and a new GMO representative office in Tokyo.