Partners In Investing

In this webcast, James Montier and Martin Tarlie discussed the genesis of their latest White Paper, “Investing for Retirement II: Modelling Your Assets – Are Financial Planners Stuck in the 1970s?

As we enter the third quarter of 2022, our valuation metrics for emerging debt are more compelling. In this piece, we update our valuation charts and commentary.

In this webcast, Joe Auth, Ben Inker, John Thorndike, and Lucas White provide an update on our top-down Asset Allocation views and positioning while delving into the compelling opportunities we see today including High Yield and R...

The Asset Allocation Team’s second quarter market review and outlook.

We believe an approach to retirement investing that better models how markets differ from outdated academic assumptions of market efficiency and random walks will result in substantially superior portfolios.

Although it appears that the long cheap Value/short expensive Growth train has indeed left the station, we believe that there is still plenty of track remaining before it reaches its destination.

In this webcast, Jeremy Grantham, Ben Inker, and Simon Harris discuss recent market volatility and provide an update on the opportunity the wide spread in valuations between Value and Growth stocks still presents.

If the current bout of inflation can break Japan’s deflationary mindset, Japanese equities could present a rare and valuable opportunity for those seeking to navigate global inflationary pressures.