for over 40 years
The task of investing has unquestionably just gotten harder. Investors will need to think more creatively than they have had to historically in order to get the services they used to get from bonds or to build a portfolio that doesn’t require those services in the first place. That task is by no means impossible, but it will require more thought and creativity than it once did.
GMO is Investing: Acquiring Japan Equity Manager and Hiring Two Senior Investment Leaders
GMO’s world-class investment capabilities are getting even stronger. We have agreed to acquire Japan equity manager Usonian Investments, led by Drew Edwards, which has delivered an excellent track record over the past decade by combining a fundamental, value-oriented approach with active management engagement. Also, George Sakoulis and Roy Henriksson will join our investment leadership in the coming months, adding deep, complementary expertise. We are investing in talent and alpha sources that will benefit GMO clients for years to come. Read our press release for more details.
“The slow, haphazard COVID-19 response reminds us how hard it is to stop a global threat. Climate change is an even greater danger to our future. Combatting it will require much more cooperation and investment, and we’re already further behind in the fight.”
- Jeremy Grantham
Learn more about how GMO invests in climate change mitigation and adaptation opportunities in our Climate Change Strategy.
Jeremy Grantham and CNBC's Wilfred Frost discuss GMO's outlook on the market, the coronavirus pandemic and why the current environment may be the fourth 'Real McCoy' bubble of Jeremy's investing career.