for over 40 years
GMO continues to strengthen our commitment to partnering with investors in Asia, growing our dedicated team in the Asian market and expanding our offerings of GMO solutions and strategies.
Read our press release to learn more.
In GMO’s latest Quarterly Letter, Ben Inker addresses some of the objections he hears from investors who are hesitant to join GMO in betting strongly on Value today. While companies and markets evolve, the valuation disconnect between Value and Growth is at extreme levels. As patient, valuation-sensitive investors, our long-term bet is on Value.
Jeremy Grantham warned in January of this year that the long bull market since 2009 has matured into a full-fledged bubble. His observation appears more and more perceptive – and more important for investors to consider – as the stock market has continued to advance throughout 2021 at an accelerating rate, with increasing speculative excesses.