Partners In Investing

When we invested in “reopening” stocks, we posited that the world would get over Covid-19 by one of three routes: treatment, vaccination, or learning to live with it. It turns out that the answer lay in a blend of all three.

Every bubble is unique, but they all share common threads. Making money on companies that make no money is never a good sign when it is done this pervasively and at these valuations.

We look at various instruments that might be thought to protect your portfolio from an inflationary outcome, whether as an inflation hedge or as a store of value.

Ben Inker addresses some of the objections we hear from investors who are hesitant to join us in betting strongly on value today.

The remarkable selloff in the merger arbitrage space over the last month has led to compelling opportunity for long-term investors.

Learn more about the underlying causes of inflation and why we believe the recent upsurge in inflationary angst is likely much ado about nothing.

As we enter Q3, our valuation metrics for emerging debt are less compelling than they were at the beginning of the quarter. In this piece, we update our valuation charts and commentary.

The Asset Allocation and Usonian Japan Equity teams comment on opportunities in Japan and why Japan small value holds the top spot among equities in GMO’s 7-Year Asset Class Forecasts.