Insights Japan Equities By Rick Friedman and John Thorndike 28 May 2026 Structural reforms, rising earnings, and attractive valuations suggest Japanese equities still offer meaningful upside despite strong recent returns. Read More
Insights The Case for Liquid Alternatives in Today’s E... By B.J. Brannan 13 May 2026 Traditional portfolios face rising correlations and shared risks. We explore how liquid alternatives can provide differentiated return drivers, portfolio flexibility, and a more resilient diversification framework. Read More
Strategy Horizons Strategy Equities The GMO Horizons Strategy is a global strategy reflecting the view that the world economy is transitioning to a lower carbon future, and that this process will create opportunities for investors to generate excess returns. The Str... Read More
Strategy Climate Change Strategy Equities The GMO Climate Change Strategy seeks to deliver high total return by investing primarily in equities of companies GMO believes are positioned to benefit, directly or indirectly, from efforts to curb or mitigate the long-term effe... Read More
Insights Japan Equities By Rick Friedman and John Thorndike 28 May 2026 Structural reforms, rising earnings, and attractive valuations suggest Japanese equities still offer meaningful upside despite strong recent returns. Read More
Insights The Case for Liquid Alternatives in Today’s E... By B.J. Brannan 13 May 2026 Traditional portfolios face rising correlations and shared risks. We explore how liquid alternatives can provide differentiated return drivers, portfolio flexibility, and a more resilient diversification framework. Read More
Strategy Horizons Strategy Equities The GMO Horizons Strategy is a global strategy reflecting the view that the world economy is transitioning to a lower carbon future, and that this process will create opportunities for investors to generate excess returns. The Str... Read More
Strategy Climate Change Strategy Equities The GMO Climate Change Strategy seeks to deliver high total return by investing primarily in equities of companies GMO believes are positioned to benefit, directly or indirectly, from efforts to curb or mitigate the long-term effe... Read More
