for over 40 years
GMO recently hosted our 40th annual conference, where GMO investors presented our latest research on how we are working to capture returns and develop effective investment solutions for our clients.
GMO has launched an Emerging Markets ex-China equity strategy, an important tool to enable investors to precisely target their China allocation.
Read our research about how GMO’s top-down-oriented EM equity approach – an approach we’ve run since 1993 – adds indispensable alpha in an active EM ex-China strategy. And learn more about the EM ex-China opportunity by watching our topical webcast.
GMO is proud to be a new signatory of the Net Zero Asset Managers initiative, a global group of asset managers committed to supporting the goal of net zero greenhouse gas emissions by 2050 or sooner, in line with global efforts to limit warming to 1.5 degrees Celsius.
Read our press release to learn more.
In GMO’s latest Quarterly Letter, Ben Inker addresses some of the objections he hears from investors who are hesitant to join GMO in betting strongly on Value today. While companies and markets evolve, the valuation disconnect between Value and Growth is at extreme levels. As patient, valuation-sensitive investors, our long-term bet is on Value.
Jeremy Grantham warned in January of this year that the long bull market since 2009 has matured into a full-fledged bubble. His observation appears more and more perceptive – and more important for investors to consider – as the stock market has continued to advance throughout 2021 at an accelerating rate, with increasing speculative excesses.