Partners In Investing

In this paper, we discuss the drivers of relative underperformance in Japan small caps and why changing dynamics are likely to ignite a new trend of outperformance in the asset class.

GMO’s Asset Allocation team explains why deep value stocks are currently their highest conviction long-only investment idea.

GMO’s Focused Equity team compares today’s AI enthusiasm with the top of the TMT bubble.

In GMO’s latest Quarterly Valuation Update, we offer our Q2 assessment: Local currency rates and FX screen attractive while credit is neutral.

In this mid-year update, we explain how Equity Dislocation has managed to deliver such differentiated performance and touch on the strategy’s strong forward-looking opportunity.

Ben Inker discusses GMO’s highest conviction investment ideas today and explains how a valuation-sensitive, multi-asset portfolio can improve traditional strategic allocations by shifting exposures across a broad set of return sou...

In this piece, we attempt to answer a number of questions we have gotten from clients about the impacts that rising levels of passive investing may have had on the stock market.

For those that are focused on the long-term and can tolerate the volatility, we recommend taking a hard look at clean energy.