Partners In Investing

In this letter to clients, the Usonian Japan Equity team discusses the implications of a potential take-private transaction of Toyota Industries Corporation.

In GMO’s latest Quarterly Valuation Update, local currency rates and FX screen very attractive, while hard currency credit is neutral+.

In this webcast, Ben Inker and John Thorndike (Asset Allocation) and Tom Hancock (Focused Equity) reflected on how their positioning has fared amid market volatility, shared reactions to recent tariff announcements, and made asses...

In Part 2 of our Quarterly Letter, we dive deeper into U.S. trade policy to consider the impacts of tariffs and offer investors a framework for navigating uncertainty and imperfect policymaking.

The Focused Equity team examines negative sentiment toward U.S. health insurers and explains why they believe the blame for many legitimate complaints about the healthcare system may be misplaced.

Ben Inker and John Pease look at the economics of trade and tariffs at a theoretical level and explain why broadly applied tariffs are a needlessly economically expensive way to achieve U.S. goals.

GMO’s Asset Allocation team shares the three reasons they’re overweight Japanese equities.

Quality bonds offer strategic advantages to HY portfolios through the credit cycle. Today, we believe there is additional value in tactically increasing BB-rated bond allocations.