Today’s investment landscape is being reshaped by seismic shifts in economic policy, geopolitics, and technological disruption.
In this uncertain environment, staying grounded in an investment approach – and disciplined in execution – is more critical than ever.
At GMO’s 2025 Conference, our investment leaders shared candid, deeply researched perspectives on today’s market complexities.
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Session Spotlight
Speculation vs. Substance
Looking Past the Favorites
Ben Inker and John Pease shared their perspectives on the current market environment, including risks and opportunities.
Read their recent Quarterly Letter.
Session Spotlight
Modernization of Alternatives
The Case for Liquid Alts in a World Obsessed with Private Markets
In this session, Rick Friedman and B.J. Brannan explore the alternatives landscape while providing a framework to consider when assessing alternative strategies.
Learn more about GMO's Alternative Allocation Strategy.
Session Spotlight
Quality Investing
A Portfolio Manager’s View on AI and Beyond
Since ChatGPT 3.5 launched in November 2022, AI stocks have dominated the headlines. In this session, Tom Hancock, Head of the Focused Equity team, explored how GMO applies its fundamental approach to balance the opportunities and risks of investing in AI.
Learn more about Quality Investing at GMO.
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