Partners in Investing

An Emerging Markets ex-China strategy is critical to precisely target the China allocation in EM investments. For active managers running an EM ex-China strategy, top-down country and sector allocation is an indispensable source of alpha. Read our latest Insights paper to learn more.

GMO’s Emerging Markets ex-China Strategy uses a process emphasizing top-down allocation, the same process we have run in our broad Emerging Markets Strategy for almost 30 years.

Global stocks and bonds are both expensive. No wonder investors are scouring the earth for attractively priced assets and alpha opportunities. We believe Japan Value and Small Cap Value stocks offer both – a compelling beta opportunity with room for active investors to add value.

Read our latest GMO Insights and learn more about GMO’s Usonian Japan Value Strategy.

Despite the common assumption that Growth stocks are longer duration than Value, this analysis shows that their durations are much closer than most realize. We expect Value to outperform the market over the next few years, and that belief neither assumes nor requires any particular moves in interest rates.

Read our latest White Paper and learn more about GMO’s Equity Dislocation Strategy, designed to profit from the current Growth stock bubble.

GMO’s Climate Change Strategy gained an impressive almost 43% in 2020, net of fees. We’ve delivered strong returns since our Strategy’s inception in 2017, and this long-term secular growth story is just gaining traction. We’re still in the very early days of the climate fight, and we continue to find compelling investment opportunities where the market isn’t pricing in reasonable growth expectations.

Read the Climate Change Strategy 2020 year-end letter for more details.

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.

Click here to read the full article.

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 done since the 1980s in measuring quality characteristics.

Learn more about our Quality Strategy, now available via an Australian Investment Trust.