Asset Allocation and Today’s Valuations

Inattention, Inertia, and Blissful Ignorance: Forecasting the Short Term

Presented by Catherine LeGraw and John Pease

While valuation is a wonderful predictor of long-term returns, it is less predictive in the near term. Leveraging insights on investor behavior (and other factors), we develop forecasts based on medium-term signals to complement our valuation-based views and enhance our dynamic asset allocation approach. In this session, Catherine LeGraw and John Pease shared an exciting Asset Allocation research initiative that uses short-term insights to complement the team’s existing long-term, valuation-based framework.

 

 

Introducing GMOD: Dynamic Asset Allocation in an ETF Wrapper

Presented by Rick Friedman and John Thorndike

For the first time, GMO is offering our multi-asset class capabilities in an ETF, the GMO Dynamic Allocation ETF (NYSE: GMOD). Rick Friedman and John Thorndike explored how GMOD is positioned to capitalize on current market opportunities and why the ETF structure is a compelling vehicle for delivering GMO’s dynamic asset allocation approach.

 

 

Speculation vs. Substance: Looking Past the Favorites

Presented by Ben Inker and John Pease

The U.S. isn’t as exceptional or magnificent as valuations would suggest. Speculation and complacency may be growing, but opportunities still exist. In this session, Ben Inker and John Pease shared their perspectives on the current environment, including risks and opportunities.

 

 

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