Partners in Investing

In his latest Viewpoints piece, Jeremy Grantham warns that the market is now checking off all the touchy-feely characteristics of a major bubble. Given his experience as a historian of markets, we would be wise to listen.

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After more than a decade of disappointing performance, Value stocks just experienced their worst 12-month performance in history. This has left these stocks trading at some of the cheapest levels relative to the market we have ever seen.

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Value is extraordinarily cheap today, and we believe expensive Growth stocks are in a bubble similar the TMT bubble in 2000. We recently launched the Equity Dislocation Strategy to profit from this opportunity by intelligently being long undervalued stocks and short overvalued stocks globally.

Watch Ben Inker discuss Equity Dislocation at the 2020 GMO Conference, and learn more about our newest Strategy.

Jeremy Grantham spoke with CNBC’s Closing Bell about the need for a new “green” Marshall Plan in the U.S. to combat climate change and accelerate economic growth. He also believes the stock market is in a bubble, and he sees opportunities in emerging markets and Value equities.

GMO has launched a new Australian investment trust that provides Australian investors with access to our Quality Strategy. Launched in 2004, the GMO Quality Strategy invests in the highest quality and most durable businesses globally. Read our press release or click to learn more about the new Quality Trust.

GMO’s Quality Strategy looks to build an equity portfolio of the highest quality companies globally that investors can hold over the long term through both up and down markets. Our approach leverages the pioneering work GMO has been doing since the 1980s in systematically measuring quality characteristics. To learn more about our strategy, click here.