GMO In The News

    GMO provides the names of articles that have appeared during the year that include quotes by GMO investment professionals. Though we make full reprints of articles available from time to time on the website, it is not practical to do so for the majority of our media mentions. As such, if you would like reprints of any of the articles listed below that do not already appear on our website, please contact the publisher of the article directly.

    • Press Release August 04, 2017
      The Rohatyn Group (TRG), GMO Renewable Resources, LLC and its joint venture members, GMO and the GMORR principals, announce that they have entered into a definitive agreement whereby TRG will acquire the GMORR business from GMO and the GMORR principals.
    • Barron's July 01, 2017
      Amar Reganti cited on outlook for local-currency emerging-market bonds ("EM Bond Yields Look Attractive [subscription required for access]," by Dimitra DeFotis)
    • Advisor Perspectives June 30, 2017
      Jeremy Grantham on mean reversion in U.S. equities ("I Do Indeed Believe the US Market Will Revert Toward Its Old Means -- Just Very Slowly").
    • Reuters June 21, 2017
      Neil Constable quoted on U.S. market outlook ("U.S. stock market gets relief from strong fund flows: trade group," by Trevor Hunnicutt).
    • Financial Times June 01, 2017
      U.S. markets editor on Jeremy Grantham's outlook for U.S. equities ("Grantham says higher valuations will persist [subscription required for access]," by Robin Wigglesworth).
    • Financial Times May 29, 2017
      Arjun Divecha comments on China in 'The Short View' column ("Investors play chicken under China's falling sky [subscription required for access]," by James Kynge).
    • RIA Channel May 24, 2017
      Catherine LeGraw interviewed on investment outlook in three-minute video ("GMO Says Emerging Markets Offer Most Potential").
    • Morningstar May 16, 2017
      Morningstar's John Rekenthaler on the first-quarter GMO Quarterly Letter ("Is This Time Different for Value Investors?").
    • Financial Times May 14, 2017
      Amit Bhartia cited on the outlook for Indian equities ("India stocks surge on Modi reforms [subscription required for access]," by Chris Flood).
    • ThinkAdvisor May 10, 2017
      Catherine LeGraw on the value of alternative investments in the asset allocation process ("What Advisors Should Know About Liquid Alts [registration required for access]," by Ginger Szala).
    • Financial Times May 08, 2017
      Asset allocation column cites James Montier on information overload in investing ("Picking right stocks no easier with greater levels of information [subscription required for access]," by Miles Johnson).
    • The Economist May 04, 2017
      'Buttonwood' column cites first-quarter GMO Quarterly Letter ("Cape Fear: Investors are both bullish and skittish about share prices [registration required for access]").
    • Reuters May 03, 2017
      Columnist James Saft on the first-quarter GMO Quarterly Letter ("Are high profits here to stay?").
    • Institutional Investor May 02, 2017
      II on the first-quarter GMO Quarterly Letter ("GMO's Grantham: Brace for Continued Higher Prices").
    • Financial Times May 01, 2017
      Amar Reganti comments on the prospect of "ultra-long" U.S. Treasury bonds ("US ultra-long bonds: a tricky temptation for Trump," by Robin Wigglesworth and Joe Rennison).
    • Wealth Management April 24, 2017
      Q&A with Jeremy Grantham on the investment outlook ("Grantham: The Rules Have Changed for Value Investors," by Dan Weil).
    • Morningstar April 20, 2017
      Jeremy Grantham interviewed in five-minute video by Morningstar head of sustainability research Jon Hale ("Investing Against a Backdrop of Climate Change").
    • The New York Times April 16, 2017
      Arjun Divecha comments in 'Fundamentally' column on performance of emerging markets ("Emerging Market Stocks Come Roaring Back," by Paul Lim).
    • The New York Times April 06, 2017
      James Montier quoted on "story stocks" ("Tesla Has Something Hotter Than Cars to Sell: Its Story," by James Stewart).
    • Finanz und Wirtschaft April 04, 2017
      Swiss magazine interviews James Montier ("To get back to fair value, the S&P 500 would need to drop by 50%," by Sandro Rosa and Gregor Mast).
    • Financial Times April 03, 2017
      Jeremy Grantham comments on investment implications of climate change ("Jeremy Grantham puts down a marker on climate change investing [subscription required for access]," by Dan McCrum).
    • The Wall Street Journal April 03, 2017
      Jeremy Grantham interviewed in four-minute video by columnist James Mackintosh ("GMO's Grantham: Stocks 'Decently Different This Time").
    • Financial Advisor April 01, 2017
      Ben Inker comments on the potential investment impact of political trends ("America First Investing").
    • The Wall Street Journal: MoneyBeat March 30, 2017
      Amar Reganti’s paper on ultra long debt cited and quoted from (“Why a Century Bond Might Be Good for the Market” by Ben Eisen).
    • Morningstar March 30, 2017
      Jeremy Grantham cited in a discussion of asset managers including climate change considerations in their investments (“It's Time for Asset Managers to Step Up on Climate Change” by Jon Hale).
    • Barron’s March 25, 2017
      Arjun Divecha comments on emerging market valuations and sectors and countries showing opportunity (“Poland Is Best Emerging Stock Market of 2017” by Dimitra Defotis).
    • Barron’s March 13, 2017
      Highlights from Amit Bhartia and Mehak Dua’s “Emerging Markets Can Trump US Policy Rhetoric” (“Emerging Markets Rally: No Fear Of Trump’s ‘America First’?” by Dimitra Defotis).
    • Financial Times March 12, 2017
      Jeremy Grantham and Lucas White’s op-ed on climate change (“There are reasons to be sceptical about US climate sceptics”).
    • InvestmentNews March 02, 2017
      Peter Chiappinelli interviewed regarding his piece on target date funds “(Taking value into account could improve target-date results: study by John Waggoner).
    • The Associated Press February 24, 2017
      Ben Inker quoted on outlook for US stocks in the context of the Trump administration (“Doubts grow over stock market's Trump-inspired surge” by Stan Choe and Pan Pylas).
    • Institutional Investor January 26, 2017
      Jeremy Grantham’s quarterly letter on Trump and income inequality excerpted (“GMO's Grantham Goes Buffett on Taxes, Trump, & Inequality” by Julie Segal).
    • Citywire January 26, 2017
      Ben Inker quoted on the likely market impact of the trump administration and how investors should be positioned in such a market (“GMO on Trump: adopt a ‘purgatory’ playbook” by Chris Sloley).
    • The Boston Globe January 23, 2017
      Covers GMO’s announcement of new CEO and climate change fund (“Grantham Mayo hires new CEO, plans climate change fund” by Beth Healy).
    • The New York Times January 13, 2017
      Ben Inker quoted on valuations in Europe, US and emerging markets (“A Rising Market Now Confronts Heightened Risks” by Conrad De Aenlle).
    • The Wall Street Journal January 09, 2017
      Jeremy Grantham featured on bubbles and valuation (“Grantham: Today’s Markets a Paradox, Not a Bubble” by Daisy Maxey).
    • The Wall Street Journal December 30, 2016
      Ben Inker quoted on performance of risk parity strategies ("Trump Rally Darkens Skies for All-Weather Portfolio [subscription required for access]," by Spencer Jakab).
    • Bloomberg News December 27, 2016
      Amar Reganti comments on prospect of U.S. Treasury issuing 50-year bonds ("Yield Curve Suggests Sales of Ultra-Long U.S. Bonds Are Unlikely," by Liz McCormick and Robert Gee).
    • The Economic Times December 06, 2016
      Amit Bhartia interviewed on investment outlook for India ("Rates may be cut significantly to normalise economy here," by Sanam Mirchandani).
    • Financial Times November 15, 2016
      James Montier on the investment outlook ("James Montier says nothing is cheap and his GMO is holding cash [subscription required for access]," by Dan McCrum and Michael Mackenzie).
    • Wealth Manager November 15, 2016
      Exhibits highlighted from Ben Inker's section of the GMO Quarterly Letter ("Purgatory or hell: nine exhibits on investors' vicious choice," by Dylan Lobo).
    • Bloomberg News November 08, 2016
      Bloomberg reports on Jeremy Grantham's section of the GMO Quarterly Letter ("GMO's Grantham Foresees 'Dismal Consequences' for Investors," by Charles Stein).
    • Barron's November 07, 2016
      Arjun Divecha on the outlook for emerging markets in Barron's Emerging Markets Roundtable ("Bracing for Global Turmoil: Where to invest now," by Reshma Kapadia).
    • Financial Times November 03, 2016
      GMO's seven-year real return forecasts reviewed ("Investors face grim prospect of lower long-term returns [subscription required for access]," by Robin Wigglesworth).
    • Barron's October 10, 2016
      GMO Quality and GMO US Equity Allocation ranked among U.S. large-company, actively managed funds with the most sustainable portfolios ("The Top 200 Sustainable Mutual Funds").
    • Financial Times October 06, 2016
      Amar Reganti comments on cross-currency arbitrage opportunities in euro- and dollar-denominated bonds ("Companies turn arbitrage traders [subscription required for access]," by Gavin Jackson).
    • The Wall Street Journal September 27, 2016
      Chairman and head of GMO's Emerging Markets Equity team Arjun Divecha quoted ("Value Reigns in Emerging Markets [subscription required for access]," by Carolyn Cui).
    • Barron's September 13, 2016
      On white paper by Amar Reganti of GMO's Asset Allocation team, "The Reserve: The Dollar, the Renminbi, and Status of Reserve" ("Grantham's GMO: Why Dollar Beats China Renminbi as Reserve Currency," by Dimitra DeFotis).
    • Financial Times September 12, 2016
      On white paper by Lucas White of GMO's Focused Equity team and chief investment strategist Jeremy Grantham, "An Investment Only a Mother Could Love: The Case for Natural Resource Equities" ("Commodities investing only a mother could love," [subscription required for access]," by Stephen Foley).
    • Sunday New York Times September 11, 2016
      Matt Kadnar of GMO's asset allocation team quoted ("Running Bull, Tiptoeing Investors," by Paul Lim).
    • MarketWatch August 25, 2016
      'Outside the Box' column on GMO's definition of an asset-class bubble ("The stock market is a 10% move away from bubble trouble," by John Coumarianos).
    • Chief Investment Officer August 10, 2016
      CIO magazine reports on Ben Inker's GMO Quarterly Letter, "The Duration Connection" ("GMO: Now Is the Time for Hedge Funds," by Amy Whyte).
    • Reuters July 29, 2016
      Columnist James Saft on quotes Ben Inker's quarterly letter on "The Duration Connection" ("If BOJ stands down, only sure thing is lower asset prices").
    • Institutional Investor July 25, 2016
      Institutional Investor magazine features GMO ("GMO's Mean-Reversion Strategy Is Tested in Today's Market," by Bailey McCann).
    • Forbes July 25, 2016
      Forbes contributor comments on GMO's asset-class forecasts ("Expect Around 0% Returns for the Next 7 Years," by John Mauldin).
    • Wall Street Journal July 22, 2016
      A 'Your Money' article cites Carl Ross on emerging-market debt valuations ("Where to Find Emerging-Market Debt Yield After the Rally [subscription required for access]," by Daisy Maxey).
    • New York Times July 17, 2016
      Ben Inker quoted on U.S. wage and productivity growth ("Britain Votes, and Shaky U.S. Profits Shudder," by Paul Lim).
    • MarketWatch July 08, 2016
      Matt Kadnar comments on investment outlook ("Investment firm that called the 2008-09 crash doesn't like most stocks or bonds," by Brett Arends).
    • Investment & Pensions Europe July 01, 2016
      Catherine LeGraw comments on equity valuations, quality stocks ("Valuations -- Clouded by uncertainties," by Joseph Mariathasan).
    • MarketWatch June 28, 2016
      Columnist Mark Hulbert cites GMO's asset-class forecasts ("Why international stocks didn't keep Brexit from pounding your portfolio").
    • Wall Street Journal June 26, 2016
      Ben Inker comments on currency trading prior to the Brexit referendum in the U.K. ("Big London Bets Tilted Bookmakers' 'Brexit' Odds [subscription required for access]," by Jon Sindreu).
    • Morningstar June 01, 2016
      Morningstar vice president of research John Rekenthaler cites GMO's asset-class forecasts ("What Will Your Portfolio Return? Public pension funds and investment managers have reached very different conclusions in the guesswork that is predicting investment returns").
    • Mutual Fund Observer June 01, 2016
      Editor's monthly commentary quotes Ben Inker's section of the GMO Quarterly Letter ("Funds without fillers," by David Snowball).
    • Toronto Globe & Mail May 27, 2016
    • Barron's April 18, 2016
      'Up and Down Wall Street' column cites Matt Kadnar on GMO asset-class forecasts ("Settling Into Purgatory" [subscription required for access], by Randall Forsyth).
    • Financial Times April 11, 2016
      Ara Lovitt contributes a 'Markets Insight' commentary on the high-yield market ("The old bets on defaulted bonds won't work this cycle" [subscription required for access]).
    • Financial Times March 23, 2016
      'Smart Money' column on James Montier and Philip Pilkington's white paper, "The Stock Market as Monetary Policy Junkie: Quantifying the Fed's Impact on the S&P 500" ("Policy drives markets' animal spirits," by John Authers).
    • Investment News March 22, 2016
      GMO Emerging Country Debt and GMO Foreign Small Companies among funds honored by Lipper ("The full list of 2016 Lipper Fund Awards winners," by Ellie Zhu).
    • Australian Financial Review March 17, 2016
      Amar Reganti comments on U.S. high-yield market ("Over-eager junk bond investors exposed, warned to be patient," by Patrick Commins).
    • Financial Times March 15, 2016
      Arjun Divecha comments on countries expected to outperform the emerging markets cluster in 2016 ("Rising stars in emerging markets, video interview by Dan McCrum).
    • Barron's February 04, 2016
      'Income Investing' blog reports on Ben Inker's section of the GMO Quarterly Letter ("GMO's Inker: Buying High Yield, But With Plenty of Caution," by Amey Stone).
    • Advisor Perspectives January 26, 2016
      Interview with James Montier ("James Montier on Fed-Induced Bubbles, Market Valuations, Smart Beta and Liquid Alts," by Robert Huebscher).
    • Wall Street Journal January 19, 2016
      'Abreast of the Market' column quotes Ben Inker on economic outlook ("China, Fed Policy Weigh on Investors [subscription required for access]," by Gregory Zuckerman and Ben Eisen).
    • New York Times January 17, 2016
      'Mutual Funds & E.T.F.s' quarterly special section quotes Ben Inker on investment outlook ("The Party That Wasn't: Robust 4th Quarter Couldn't Redeem Market After an Anxious Year," by Conrad de Aenlle).
    • Financial Times January 04, 2016
      Catherine LeGraw comments on GMO's asset-class forecasts ("Long term forecasts attract a following [subscription required for access]," by Robin Wigglesworth).
    • Institutional Investor December 29, 2015
      Ara Lovitt comments on the high-yield market ("Investors Flee Junk Bonds; Then a Brave Few Seek Reentry," by Robert Stowe England)
    • ThinkAdvisor December 11, 2015
      ThinkAdvisor reports on Ben Inker's section of the GMO Quarterly Letter ("10 Reasons Not to Dump Emerging Market Stocks: GMO's Inker," by Janet Levaux).
    • Reuters December 10, 2015
      James Montier comments in a Reuters special report on stock buybacks ("The Cannibalized Company: How the cult of shareholder value has reshaped corporate America," by Karen Brettell, David Gaffen and David Rohde).
    • Morningstar December 03, 2015
      Morningstar magazine's cover story opens with reference to Jeremy Grantham's keynote address to the Morningstar Investment Conference in June ("The Appeal of Sustainable Investing: Amid demographic shift, more investors want to have an impact," by Jon Hale).
    • Bloomberg November 24, 2015
      Tina Vandersteel comments on 100-year bonds issued by Petroleo Brasileiro in June ("GMO Says Petrobras Century Bonds Best Bet on Brazilian Producer," by Lyubov Pronina and Paula Sambo).
    • Bloomberg November 16, 2015
      Amar Reganti comments on the addition of electronic trading firms to the Treasury Borrowing Advisory Committee ("High-Speed Firms Add New Perspective to Treasury Advisory Group," by Alexandra Scaggs and Liz McCormick).
    • Financial Times November 14, 2015
      A story on the outlook for emerging-market equities cites GMO's asset-class forecasts ("Emerging market outlook divides investors [subscription required for access]," by Nicole Bullock, Dan McCrum and Robin Wigglesworth).
    • MarketWatch November 12, 2015
      MarketWatch columnist John Coumarianos highlights Ara Lovitt's white paper on the high-yield market, "Another Take on the Wall" ("Here's the lowdown on those high-yield bond 'bargains'").
    • Reuters October 29, 2015
      Columnist James Saft reports on Peter Chiappinelli and Ram Thirukkonda's white paper, "Who Ate Joe's Retirement Money?" ("Bad years are bad news -- accounting for sequence risk").
    • Wall Street Journal October 16, 2015
      Jeremy Grantham noted among recipients of the Carnegie Medal of Philanthropy ("Giving Takes Center Stage at Carnegie Lunch," by Melanie Grayce West).
    • Bloomberg October 13, 2015
      Amar Reganti comments in a story on U.S. Treasury rules precluding the auction of new debt at negative rates ("Treasury Won't Let Investors Pay It to Keep Their Cash Safe," by Liz McCormick and Kasia Klimasinska).
    • Wall Street Journal August 28, 2015
      In a story slated for the Wall Street Journal's weekend edition, 'Intelligent Investor' columnist Jason Zweig covers Peter Chiappinelli and Ram Thirukkonda's white paper, "Who Ate Joe's Retirement Money?," linking to the paper on the GMO site ("Buying the Dips Doesn't Work for Everyone").
    • Financial Times August 05, 2015
      Jeremy Grantham comments today in the Financial Times feature, 'The Big Read,' on the outlook for bond markets ("Debt markets: After the binge: Low interest rates sparked record bond issuance but with rates set to rise the market is anxious," by Robin Wigglesworth and Elaine Moore).
    • Barron's July 28, 2015
      The lead item on the Barron's home page today carries Jeremy Grantham's section of the GMO Quarterly Letter as a 'Wall Street's Best Minds' commentary ("Jeremy Grantham: The 10 Topics That Really Matter: The veteran investor muses about pressures on economic growth and other 'threats to our well-being'")
    • Financial Times July 13, 2015
      'The Last Word' column today in the Financial Times 'FTfm' special section covers Catherine LeGraw's April white paper, "The Case for Not Currency Hedging Foreign Equity Investments" ("Currency hedging can be a very tricky business: More and more companies have costs and revenues in numerous currencies," p. FTfm 13, by John Plender).
    • CAIA July 01, 2015
      The Spring issue of the CAIA Association's Alternative Investment Analyst Review carried Peter Chiappinelli's article, "An Alternative Take on Alternatives: Not Just Adding a Slice, But Rethinking the Whole Pie"
    • Fortune July 01, 2015
      A Fortune story yesterday on values in European equities quoted Ben Inker ("The Greek debt crisis turned these European stocks into even better buys," by Jen Wieczner).
    • Morningstar June 25, 2015
      In follow-up coverage yesterday of Jeremy Grantham's keynote presentation on Wednesday, Morningstar reported on "the top 10 issues on his mind today" ("Jeremy Grantham's 10 Obsessions: The GMO chief investment strategist listed the 10 issues occupying his mind today, including human optimism, resource limitations, pressure on GDP, and the Fed's deficiencies," by Jason Stipp).
    • Financial Times June 09, 2015
      An analysis in the 'Markets & Investing' section of today's Financial Times features a comment from the second-quarter 2007 GMO Quarterly Letter, "The Blackstone Peak and the Turning of the Worms" ("Stocks slow to feel bite of bond turbulence: Better economic growth and investor sentiment help to explain equities' relative calm," p. 30 of U.K. edition, p. 22 of U.S. edition, by Ralph Atkins and Robin Wigglesworth).
    • Pensions & Investments June 01, 2015
      A feature on global tactical asset allocation strategies in this week's Pensions & Investments covers GMO ("Love affair with global TAA strategies cooling down," by Hazel Bradford).
    • ValueWalk May 28, 2015
      ValueWalk reports today that the May 29 issue of Grant's Interest Rate Observer cites Ben Inker as a "critic" of risk-parity strategies ("Jim Grant Takes on Risk Parity, Ray Dalio, and Cliff Asness," by Michael Ide).
    • Daily Telegraph (U.K.) May 25, 2015
      The 'Questor' column yesterday in the U.K.'s Daily Telegraph reported on James Montier's paper, "The Idolatry of Interest Rates, Part I: Chasing Will-o'-the-Wisp," with additional comment from James ("Keep your powder dry as central banks flood markets with easy money: James Montier, the outspoken analyst of US-investment manager GMO, talks to John Ficenec about the chaos central bankers have caused with record low interest rates," p. 6).
    • NY Times May 20, 2015
      Paul Krugman's op-ed blog on The New York Times' website today responds to James Montier's "The Idolatry of Interest Rates" ("I'm With Stupid," by Paul Krugman,).
    • Financial Times May 04, 2015
      The 'Smart Money' column today in the online edition of the Financial Times cites Ben Inker's section of the GMO Quarterly Letter ("Warren Buffett versus the hedge funds: Investors locked in to lower expectations and declining returns," by Stephen Foley).
    • The Economist April 16, 2015
      The Economist's 'Buttonwood's notebook' blog on Thursday carried a chart with data on investment bubbles from GMO ("The great bond conundrum").
    • Pensions & Investments April 13, 2015
      The online edition of Pensions & Investments reported yesterday on Catherine LeGraw's white paper, "The Case for Not Currency Hedging Foreign Equity Investments" ("GMO: Currency hedging may increase tail risk," by Timothy Pollard).
    • Irish Times April 07, 2015
      An Irish Times feature today on valuations of U.S. equities quotes Jeremy Grantham ("Beware quicksilver markets: investors ignore signs of turbulence at their peril: Federal markets research group has warned that US markets are overpriced and heading for shaky times," by Proinsias O'Mahony).
    • Bloomberg April 01, 2015
      Bloomberg reports today that in his monthly investment outlook commentary for Janus, Bill Gross cites GMO in a review of prominent investors' approaches to the current "'hostile' market environment" ("Bill Gross Is Betting on Leverage to Lift Returns at Janus," by Mary Childs).
    • Reuters March 31, 2015
      Reuters reported yesterday that the 2015 U.S. Lipper Awards recognized GMO Emerging Country Debt among funds that "led their peer groups over the last three, five, and 10 years" on a risk-adjusted basis ("2015 U.S. Lipper Awards focus on funds with steady returns," by David Randall).
    • Reuters March 19, 2015
      Reuters columnist James Saft reported yesterday on Catherine LeGraw's white paper, "De-risking Goes Beyond Interest Rate Risk" ("Rate hikes to help pensions but cool valuations").
    • Morningstar (Video) March 06, 2015
      Morningstar's home page today features an interview of Ben Inker by director of personal finance Christine Benz recorded on March 6 at the Morningstar Institutional Conference in Phoenix ("GMO's Sobering Forecast for Stock and Bond Returns: U.S. stocks, particularly small caps, and bonds look unattractive overall, but low-double-digit nominal returns are possible for emerging-markets value stocks, says GMO's Ben Inker"). The fifteen-minute video can be viewed online at: http://www.morningstar.com/Cover/videoCenter.aspx?id=688589
    • Barron's February 12, 2015
      The Barron's 'Focus on Funds' blog reports today on Neil Constable and Matt Kadnar's white paper, "Is Skill Dead?" ("Grantham's GMO: Stockpicking Isn't Dead, It Just Smelled Funny Last Year," by Chris Dieterich).
    • The Atlantic February 08, 2015
      A story Sunday in the online edition of The Atlantic magazine cited James Montier's paper, "The World's Dumbest Idea" ("Stock Buybacks Are Killing the American Economy: Profits once flowed to higher wages or increased investment. Now, they enrich a small number of shareholders," by Nick Hanauer).
    • Advisor Perspectives January 19, 2015
      Advisor Perspectives reported last week that Jeremy Grantham, James Montier and Ben Inker ranked among authors whose articles carried on the site were most read by financial advisors in 2014 ("Venerated Voices: Ranks Economic and Market Commentaries Most Read by Financial Advisors").
    • MarketWatch January 13, 2015
      In his column today for MarketWatch, Hulbert Financial Digest editor Mark Hulbert quotes Ben Inker's past comments on the outlook for equities from a starting point of high valuations ("The stock market is overvalued any way you look at it: Six time-tested indicators dating to the year 1900 come to the same conclusion").
    • Institutional Investor January 01, 2015
      GMO was ranked among the 10 U.S. investment managers with the lowest trading costs in the 12 months ended June 30, according to the magazine's annual Transaction Cost Analysis survey conducted by State Street unit Elkins/McSherry ("Bull Market In Cost Control: Firms bolster in-house capabilities in the never-ending race for best execution," p.74, by Vita Bekker).
    • Fortune December 22, 2014
      Ben Inker comments in the cover story of the December 22 '2015 Investor's Guide' special issue of Fortune magazine ("Don't Buy This, Buy That," by Jen Wieczner and Lauren Silva Laughlin).
    • The Economist December 03, 2014
      The Economist's 'Buttonwood's notebook' blog on Wednesday covered James Montier's "The World's Dumbest Idea" ("No value: Investing, CEO pay and the economy").
    • Finanz und Wirtschaft (Switzerland) December 03, 2014
      Swiss newspaper Finanz und Wirtschaft yesterday featured an interview with James Montier ("'The stock market is hideously expensive': James Montier, the outspoken value investor and member of the asset allocation team of Boston-based GMO, talks about dangerously high valuations and the virtues of holding dry powder," by Mark Dittli).
    • Financial Times November 27, 2014
      The online edition of the Financial Times yesterday featured a video interview of Ben Inker by senior investment columnist John Authers recorded on Tuesday in New York ("Investment hell -- or purgatory? As the US stock market sets yet another all-time high, the FT's John Authers asks Ben Inker of GMO what the future might hold. He suggests we are either in hell or purgatory -- not heaven -- and either way the future could be difficult"). The four-minute video can be viewed online at: http://video.ft.com/v/3911753668001 .
    • Barron's November 18, 2014
      The Barron's 'Wall Street's Best Minds' feature in the magazine's online edition Tuesday carried Jeremy Grantham's sections of the GMO Quarterly Letter ("Jeremy Grantham Calls the Next Market Top: The investing legend writes that the S&P 500 could gain another 10% before 'crashing as it always does'").
    • CFA Institute November 17, 2014
      In a CFA Institute 'Enterprising Investor' commentary Monday on the decision by CalPERS to exit hedge-fund investing, a hedge-fund manager cited Jeremy Grantham on career risk ("Is CalPERS a Canary in the Coal Mine?," by Ted Seides).
    • Financial Times November 06, 2014
      In a Financial Times 'Insight' commentary today, senior investment columnist John Authers cites data from David Cowan and Sam Wilderman's 2011 paper, "Re-Thinking Risk: What the Beta Puzzle Tells Us about Investing" ("Relationship between risk and return has been turned on its head," p. 32 of U.K. edition, p. 24 of U.S. edition).
    • Pensions & Investments October 27, 2014
      This week's Pensions & Investments highlights GMO data in a chart feature on dynamic retirement investing ("Dynamic advantage: Research suggests target-date glidepaths that shift based on valuation can help minimize the chance of running out of money in retirement," p. 3, compiled and designed by Timothy Pollard and Gregg Runburg).
    • The Economist October 23, 2014
      The Economist's 'Buttonwood's notebook' blog last Thursday quoted James Montier's February "CAPE Crusader" paper on criticisms of the Shiller P/E ratio ("Tesco and accounting: Feeding the beast").
    • Financial Times October 18, 2014
      'The Big Read' column in the weekend edition of the Financial Times featured GMO's asset-class forecasts as of September 30 ("Into uncharted waters: After the volatility, investors face the hard reality that stocks and bonds still look expensive," p. 6 of U.S. edition, p. 9 of U.K. edition, by John Authers).
    • Wall Street Journal October 17, 2014
      In a story today for the Wall Street Journal's weekend edition, 'Wealth Effect' columnist Brett Arends cites GMO's asset-class forecasts and Ben Inker's 2009 white paper, "Valuing Equities in an Economic Crisis" ("The Real Reasons to Worry About Stocks: Other Factors Matter Far More Than This Month's Market Swings").
    • Barron’s September 04, 2014
      In a Barron's online 'Wall Street's Best Minds' commentary last week, Oaktree Capital Management chairman Howard Marks cited Jeremy Grantham ("Howard Marks' Take on Risk and Reward: The Oaktree Capital chief offers an unconventional view on these two investment concepts").
    • Financial Times ‘FTfm’ September 01, 2014
      'The Last Word' column yesterday in the Financial Times 'FTfm' special section cited Jeremy Grantham ("Yield chasers cross the beta desert at their peril," p. FTfm9, by John Plender).
    • Wall Street Journal August 09, 2014
      In his 'Hulbert on Investing' column Saturday in the weekend edition of the Wall Street Journal, Hulbert Financial Digest editor Mark Hulbert quoted from Jeremy Grantham's March 2009 commentary, "Reinvesting When Terrified" ("Still Trying to Time the Stock Market? Read This First," p. B7, by Mark Hulbert).
    • Barron’s August 07, 2014
      The Barron's 'Focus on Funds' blog Thursday carried the video interview of Ben Inker by site editor Jack Otter recorded in June at the Morningstar Investment Conference in Chicago ("A Talk With GMO's Ben Inker," by Brendan Conway).
    • Morningstar Magazine August 01, 2014
      The 'Morningstar Conversation' feature in the August/September issue of Morningstar magazine provides an edited transcript of Ben Inker's June 19 panel at the Morningstar Investment Conference in Chicago ("Dennis Stattman and Ben Inker: In a world awash of money and structural problems, two global-allocation managers find opportunities," p. 68, by Kevin McDevitt).
    • Barron’s July 21, 2014
      Both the 'Up and Down Wall Street' and 'Streetwise' columns in this week's Barron's quote Ben Inker's portion of the GMO Quarterly Letter.
    • Finanz und Wirtshaft (Switzerland) July 04, 2014
      Swiss newspaper Finanz und Wirtschaft on July 4 featured an investor roundtable including James Montier ("'We will continue to swim in a sea of liquidity': Felix Zulauf, James Montier and David Iben: Three legendary investors share their views on financial markets," by Gregor Mast and Stefan Rehder).
    • Reuters July 02, 2014
      Reuters columnist James Saft reported yesterday on the "Investing for Retirement" paper by Ben Inker and Martin Tarlie, linking to the full paper on the GMO site ("Re-thinking the equity glide path").
    • Wall Street Journal July 01, 2014
      Ben Inker comments today in the lead story in the Wall Street Journal's 'Money & Investing' section ("Markets at Highs, and Air Feels Thin," p. C1, by Tom Lauricella).
    • Forbes ‘Investment Guide’ June 30, 2014
      The June 30 'Investment Guide' issue of Forbes profiles Jeremy Grantham ("Jeremy Grantham's Investing Advice: Don't Try to Be Warren Buffett," by Steve Schaefer).
    • New York Times June 28, 2014
      A Saturday New York Times 'Your Money' story on smart beta quoted James Montier's "No Silver Bullets in Investing" white paper ("'Smart Beta' Investing Lets the Yardstick Pick the Stocks," p. B5, by Paul Sullivan).
    • Sunday Times (U.K.) June 22, 2014
      A guest commentary yesterday in The Sunday Times of London cited Edward Chancellor's portion of the first-quarter GMO Quarterly Letter ("Euphoric? No, the markets are just mildly happy," p. 2, by Rory Gillen).
    • Morningstar June 19, 2014
      Morningstar posted its interview with Ben Inker, recorded during the Morningstar Investment Conference ("Inker: Rethink the Retirement Glide Path: GMO's Ben Inker says retirement portfolios should broaden the scope beyond solely age-based stock and bond allocations and evaluate the risk/return profile of equities as well as how much money is needed for retirement.").See the five-minute interview can be viewed online at:http://www.morningstar.com/cover/videocenter.aspx?id=651634&lineup=mutualfunds.
    • The Economist May 24, 2014
      The 'Buttonwood' column in the new issue of The Economist covers the "Investing for Retirement" paper by Ben Inker and Martin Tarlie ("Pensions à la mode: Average returns on investments for retirement conceal huge variation").
    • Financial Times ‘FTfm’ May 19, 2014
      A commentary yesterday in the Financial Times 'FTfm' special section covered the "Investing for Retirement" paper by Ben Inker and Martin Tarlie ("Saving for retirement is the new cool," p. FTfm 6, by Sophia Grene).
    • Financial Times May 13, 2014
      The online edition of the Financial Times on May 13 featured a video interview of Arjun Divecha by senior investment columnist John Authers on the outlook for emerging-market equities ("Finding value in low expectations: John Authers talks to Arjun Divecha, head of emerging markets at GMO. Mr. Divecha argues that low expectations for GDP growth in emerging markets can obscure the potential for significant stock market returns"). See the five-minute video can be viewed online at: http://video.ft.com/3560602884001/Finding-value-in-low-expectations/companies.
    • The Economist May 10, 2014
      The May 10 Economist's 'Buttonwood's notebook' cites GMO's assertion that US equities are overvalued ("Ghostbusters: Markets will prove fragile if central banks tighten too fast").
    • Forbes May 05, 2014
      A Forbes.com story today to appear in the May 5 issue of the magazine highlights data from the "CAPE Crusader" paper and GMO's asset-class forecasts, with comment from James Montier ("Is SPY A $129 Stock?").
    • Barron’s April 16, 2014
      The Barron's online 'Read This, Spike That' roundup of recommended reading last week covered the recent Forbes feature focusing on data from the "CAPE Crusader" paper and GMO's asset-class forecasts ("The Case Against Stocks: Forbes argues that stocks are grossly overvalued," by John Kimelman).
    • Wall Street Journal ‘Weekend Investor’ April 05, 2014
      A 'Weekend Investor' column in Saturday's Wall Street Journal featured the "Investing for Retirement" paper by Ben Inker and Martin Tarlie ("How to Save Your Retirement," p. B8, by Brett Arends).
    • Institutional Investor April 02, 2014
      Institutional Investor announced this morning that Jeremy Grantham will receive the Money Management Lifetime Achievement Award at the magazine's 5th Annual U.S. Investment Management Awards dinner in New York City on May 15.
    • Institutional Investor March 31, 2014
      Matt Kadnar commented yesterday in an Institutional Investor story on the performance of U.S. small-cap stocks since the 2009 market low ("Why Small-Cap Stocks Trumped Large Caps in a Recovering Economy: Smaller stocks react sensitively to GDP growth and appeal to investors seeking risk. But will they continue to have an edge?," by Dan Weil).
    • Fortune March 24, 2014
      Fortune today features a Q&A with Jeremy Grantham as the lead item in its online edition ("Jeremy Grantham: The Fed is killing the recovery: The money manager argues that the Fed's interventions have ruined the very recovery it was supposed to stimulate and that the market is poised to disappoint investors," by Steve Gandel).
    • Finanz und Wirtschaft (Switzerland) March 21, 2014
      Swiss newspaper Finanz und Wirtschaft on Friday featured an interview with James Montier ("'Equity markets are overvalued': James Montier, member of the asset allocation team at Boston-based GMO, has a hard time finding attractively valued assets these days. His advice to investors: Cash -- and lots of patience," by Mark Dittli and Gregor Mast).
    • Barron’s March 17, 2014
      Jeremy Grantham is the subject of the feature interview in this week's Barron's ("Learning to Live With a Stock bubble: An Interview With Jeremy Grantham, Founder and Strategist, GMO," p. 42, by Lawrence Strauss).
    • Market Strategies International March 10, 2014
      Market Strategies, based on US Institutional Investor Brandscape ® report, names GMO as top ten leading asset managers among DB pension and non-profits.
    • The Economist March 04, 2014
      In a posting Tuesday on recent debate around the efficient market hypothesis, The Economist's 'Buttonwood's notebook' blog noted, "what [Robert] Shiller and others (such as the GMO investment firm) have shown -- is that buying anywhere close to the top of these [equity and housing] bubbles damages the long-term returns of investors" ("Rational or not?").
    • The Economist February 26, 2014
      The Economist 'Buttonwood's notebook' blog this morning reports on James Montier's "CAPE Crusader" paper, linking to the full paper on GMO's site ("CAPE Fear").
    • Welling on Wall Street February 21, 2014
      In the February 21 issue of her Welling on Wall St. newsletter, former Barron's managing editor Kate Welling features an extended 'Listening In' interview with James Montier ("'A Fois Gras Bubble': Force-Fed Risk Assets, James Montier Piles Up Dry Powder, Select Stocks, Hedges," p. 1).
    • Financial Times February 10, 2014
      A story yesterday in the Financial Times 'FTfm' special section cited James Montier's "No Silver Bullets in Investing" white paper ("Is smart beta just 'old wine in new bottles'?," p. FTfm7, by Chris Flood).
    • Barron’s February 06, 2014
      The Barron's 'Wall Street's Best Minds' feature in the magazine's online edition Thursday carried Jeremy Grantham's portion of the GMO Quarterly Letter ("Jeremy Grantham on Tesla, Fertilizer Wars: GMO's famed investor also discusses peak oil and fracking. Plus, investing lessons learned over 47 years").
    • Advisor Perspectives February 04, 2014
      Advisor Perspectives today features an interview with James Montier ("James Montier -- What Worries Me Right Now," by Robert Huebscher).
    • Advisor Perspectives January 21, 2014
      Advisor Perspectives reported yesterday that Jeremy Grantham, Ben Inker and James Montier ranked as the top three authors whose articles carried on the site were most read by financial advisors in 2013 ("Venerated Voices: Ranks Economic and Market Commentaries Most Read by Financial Advisors").
    • Financial Times January 20, 2014
      Edward Chancellor contributed 'The Last Word' column yesterday in the Financial Times 'FTfm' special section ("It pays to consider the nature of money," p. FTfm24).
    • Institutional Investor January 01, 2014
      In the December/January issue of Institutional Investor, GMO was ranked among the 10 U.S. investment managers with the lowest trading costs in the 12 months ended June 30, according to the magazine's annual Transaction Cost Analysis survey conducted by State Street unit Elkins/McSherry ("Shaving Pennies Amid the Boom: The market rally hasn't diminished fund managers' attention to trading efficiency," p. 71, by Ben Baris).
    • Washington Post December 16, 2013
      Ben Inker was quoted in a December 16 Washington Post article on stock buybacks ("Companies turning again to stock buybacks to reward shareholders," by Jia Lynn Yang).
    • P&I Daily December 10, 2013
      P&I Daily reported December 10 that James Sia has been elected chairman of the Defined Contribution Institutional Investment Association ("DCIIA names GMO's Sia as chairman," by Robert Steyer).
    • London Evening Standard December 10, 2013
      The London Evening Standard covered James Montier's white paper on December 10 ("Modern methods, ancient downsides," by Anthony Hilton).
    • Reuters TV December 02, 2013
      Ben Inker is the subject today of a Reuters Television 'Wealth Strategies' interview with anchor Rhonda Schaffler focusing on Wells Fargo Advantage Absolute Return and Asset Allocation ("S&P's fair value just 1,100 -- GMO's Inker: GMO's Ben Inker says stocks are substantially overvalued and isn't finding any assets that are cheap in absolute terms"). The 10 minute video can be viewed online at: http://reut.rs/1ar8zWr.
    • Financial Times November 25, 2013
      Edward Chancellor contributes 'The Last Word' column today in the Financial Times 'FTfm' special section ("Too little Adam Smith for China, too late," p. FTfm28).
    • The Economist November 22, 2013
      The Economist 'Buttonwood's notebook' blog on Friday quoted the GMO Quarterly Letter on the outlook for U.S. equity returns ("Good economy, poor returns?").
    • Barron’s November 18, 2013
      Ben Inker is the subject of the feature interview in this week's Barron's ("The Best Bets in a Dangerous Global Market: Why a veteran investor likes high-quality U.S. and emerging-market stocks, along with TIPS. Beware international growth stocks and U.S. small-caps," p. 34, by Lawrence Strauss).
    • Wall Street Journal November 16, 2013
      Ben Inker commented in the weekend edition of the Wall Street Journal in a 'Weekend Investor' column on high U.S. equity valuations ("Is This a Bubble?: As stocks Hit Records, Some Analysts and Economists Are Getting Worried. Here's What to Do Now," B7, by Joe Light).
    • Pensions & Investments October 28, 2013
      An item in this week's Pensions & Investments magazine identifies Jeremy Grantham among investors "who have produced the highest absolute returns, regardless of investment style" ("New book names the 99 greatest investors in world," by Barry Burr).
    • Advisor Perspectives October 22, 2013
      Advisor Perspectives reports today that James Montier and Ben Inker ranked #1 and #2 among authors whose articles carried on the site were most read by financial advisors in the third quarter ("Venerated Voices: Ranks Economic and Market Commentaries Most Read by Financial Advisors"). GMO also led the rankings by firm overall.
    • WSJ.Money October 01, 2013
      Jeremy Grantham is the subject of the feature interview in the Fall 2013 issue of WSJ.Money magazine, provided to Wall Street Journal subscribers with the Saturday edition of the paper this weekend ("Our Chat With Jeremy Grantham: He called the Internet bubble, then the housing bubble. What alarm bell is Jeremy Grantham, the chief investment strategist at GMO, ringing about now?," by Ian Salisbury).
    • The Economist September 25, 2013
      The Economist 'Buttonwood's notebook' blog on Wednesday noted the performance of GMO's asset-class forecasts since 1994, and the implications for pension-fund returns going forward given current forecasts ("The view from GMO").
    • Financial Times September 09, 2013
      'The Big Picture' column in the Financial Times 'FTfm' special section today cites the second-quarter 2012 "Welcome to Dystopia" GMO Quarterly Letter ("Old MacDonald had an investment in agriculture: Investment in farmland is booming," p. FTfm3, by Steve Johnson).
    • Barron’s September 09, 2013
      James Montier is quoted in this week's Barron's in a feature by the editors of the Value Investor Insight newsletter highlighting comments "culled from interviews with scores of the country's top value-oriented money managers over the past eight years" ("Cutting Through the Noise: More than two dozen of the country's top value investors weigh in on key elements of the research and decision-making process," p. 38, by John Heins and Whitney Tilson).
    • Bloomberg August 14, 2013
      A Bloomberg story last week on second-quarter losses incurred by risk-parity managers quoted from Ben Inker's March 2010 white paper, "The Hidden Risks of Risk Parity Portfolios" ("Dalio Patched All Weather's Rate Risk as U.S. Bonds Fell," by Miles Weiss).
    • Financial Times August 05, 2013
      Edward Chancellor contributes 'The Last Word' column today in the Financial Times 'FTfm' special section ("China: The graveyard for investment white elephants," p. FTfm12 of U.S. edition, p. FTfm20 of U.K. edition).
    • Financial Times July 15, 2013
      A 'Viewpoint' commentary Monday in the Financial Times 'FTfm' special section cited Edward Chancellor's July 1 FT column on China ("US and Chinese market tremors herald a seismic investment shift," p. FTfm12, by Vince Heaney).
    • Financial Times July 01, 2013
      Edward Chancellor contributes 'The Last Word' column today in the Financial Times 'FTfm' special section ("China crunch shows financial fragility: The country's opaque and complex credit arrangements are out of control," p. FTfm20).
    • The Economist June 15, 2013
      The 'Buttonwood' column in this week's issue of The Economist cites Anthony Hene on "the boom in quality stocks" ("Quality street: The latest fashion in equity investing").
    • The Economist June 08, 2013
      A story on commodity pricing in last week's issue of The Economist quoted the first-quarter 2011 "Time to Wake Up" GMO Quarterly Letter ("Shocks and ores: Short-term gyrations in commodity prices may do more damage than long-run trends").
    • Barron’s April 26, 2013
      The Barron's 'Wall Street's Best Minds' feature in the magazine's online edition on Friday carried Jeremy Grantham's portion of the GMO Quarterly Letter ("Jeremy Grantham's Signs of Hope for Global Economy: In his latest quarterly letter to clients, the influential money manager discusses the two features that 'might just save our bacon'").
    • PBS April 19, 2013
      Ben Inker was the featured guest in weekend broadcasts of the PBS program 'Consuelo Mack WealthTrack' ("A rare interview with next generation Financial Thought Leader Ben Inker, co-head of GMO's asset allocation team. Inker explains why he is increasing GMO's cash levels and treading very carefully in both the stock and bond markets").
    • Guardian (U.K.) April 13, 2013
      Jeremy Grantham is featured in the 'Saturday Interview' tomorrow in the weekend edition of The Guardian ("Jeremy Grantham, environmental philanthropist: 'We're trying to buy time for the world to wake up': You've probably never heard of him, and for years Jeremy Grantham liked it that way. But now the man who made billions by predicting every recent financial crisis is speaking out," by Leo Hickman).
    • Barron’s April 03, 2013
      In his April Investment Outlook carried today as a Barron's 'Wall Street's Best Minds' feature, PIMCO's Bil Gross cites Jeremy Grantham ("Can Investment Stars Adjust to Changing Times? The Pimco manager wonders how legends such as himself and Warren Buffett would perform in an age without great credit expansion").
    • Sunday Telegraph (U.K.) March 10, 2013
      Quoted the GMO Quarterly Letter and cited GMO's asset-class forecasts ("Gold price: Titans place their bets: The world's biggest investors have taken huge bets on the question gripping markets: what next for gold?" by Emma Rowley).
    • Financial Times March 04, 2013
      Edward Chancellor contributes to 'The Last Word' commentary in the 'FTfm' special section ("Consistency in an uncertain world," p. FTfm24 of U.S. edition, p. FTfm32 of U.K. edition). See text online (registration required for access) at:http://www.ft.com/intl/cms/s/0/c864f916-8252-11e2-843e-00144feabdc0.html.
    • Wall Street Journal Sunday February 17, 2013
      The lead story cited Ben Inker on the investment outlook ("With Stock Prices Soaring, Investors Fear Another Crash," by Brett Arends).
    • BBC Radio February 16, 2013
      The 'Global Business' program featured Jeremy Grantham in an interview with anchor Peter Day ("Peter Day talks with the prominent investment manager Jeremy Grantham about managing progress in a world of finite resources"). The audio of the 27-minute interview is available from the BBC at:http://www.bbc.co.uk/programmes/p0148yp8
    • Barron’s February 07, 2013
      The Barron's 'Wall Street's Best Minds' feature in the magazine's online edition yesterday carried the GMO Quarterly Letter, with the following editor's preamble: "Editor's Note: It's not our style at Barrons.com to run 4,000-word commentaries. But we are happy to make an exception for Mr. Grantham whose quarterly market outlooks are required reading for serious investors."
    • Financial Times February 04, 2013
      Edward Chancellor contributes to 'The Last Word' commentary in the 'FTfm' special section ("The end may be nigh but don't bet on it," p. 24 of U.S. edition, p. 32 of U.K. edition). See text online (registration required for access) at: http://www.ft.com/intl/cms/s/0/77aaea7c-6bc7-11e2-a700-00144feab49a.html
    • The Economist January 26, 2013
      The 'Buttonwood' column cites GMO's asset-class forecasts for U.S. and international equities ("Home on the range: A useful stab at projecting investment returns over the next decade").
    • Wall Street Journal January 26, 2013
      Ben Inker was cited in a 'Weekend Investor' story on risks in "traditionally safe assets such as Treasury bonds" ("The Risk of Safety: With bond markets near all-time highs, investors face tough times ahead. Here's how to avoid the damage -- and maybe even profit," p. B6, by Joe Light).
    • Associated Press January 17, 2013
      Ben Inker's views on the traditional 60/40 portfolio were featured in "Is the 60/40 portfolio obsolete? 2 experts weigh in on best approach to stock-bond mix," by Mark Jewell.
    • Barron’s January 14, 2013
      This 'Mutual Fund Quarterly Review' special section notes GMO Emerging Country Debt as the top-performing fixed-income fund in 2012, with Tom Cooper commenting ("2012: Good, Not Great: Stock funds enjoyed nice gains in 2012, but they again failed to keep pace with the market's advance," p. L21, by J.R. Brandstrader).
    • New York Times January 13, 2013
      Jeremy Grantham was quoted in the 'Mutual Funds Report' quarterly special section ("When Markets Rise Above Politics," p. BU13, by Conrad de Aenlle).
    • Irish Times January 08, 2013
      An Irish Times feature quoted James Montier on the ‘folly of forecasting" ("Forecasting is pure folly," by Proinsias O’Mahony).
    • Financial Times January 07, 2013
      Edward Chancellor contributes to 'The Last Word' commentary in the 'FTfm' special section ("The real origins of boom and bust," p. FTfm24). See text online (registration required for access) at: http://www.ft.com/intl/cms/s/0/c070a7b4-559d-11e2-bbd1-00144feab49a.html
    • Financial Times December 10, 2012
      Arjun Divecha commented in the 'FTfm' special section in an analysis feature on active versus passive strategies in emerging-market equities ("Rise in EM passive funds raises issues about risk: Emma Boyde hears the arguments for and against index-linked strategies in emerging markets," p. FTfm10). See text online (registration required for access) at: http://www.ft.com/intl/cms/s/0/f3eb4d94-3890-11e2-bd7d-00144feabdc0.html
    • Financial Times December 04, 2012
      Ben Inker comments in the 'FTfm' special section on the outlook for corporate bonds ("Corporate bond bubble fears continue to grow," p. FTfm10, by Ruth Sullivan). See text online (registration required for access) at: http://www.ft.com/intl/cms/s/0/5d9d8a00-398f-11e2-85d3-00144feabdc0.html
    • Financial Times December 03, 2012
      Edward Chancellor contributes to 'The Last Word' commentary in the 'FTfm' special section ("Lessons from the weather forecasters," p. FTfm28). See text online (registration required for access) at: http://www.ft.com/intl/cms/s/0/47e343be-3a0f-11e2-baac-00144feabdc0.html
    • Financial Times November 26, 2012
      Comments from Ben Inker on GMO's positioning in the benchmark-free allocation strategy ("GMO abandons bond market," by Dan McCrum). See text online (registration required for access) at: http://www.ft.com/intl/cms/s/0/d6ae8e78-326c-11e2-ae2f-00144feabdc0.html
    • The Business Times (Singapore) November 10, 2012
      The 'Show Me the Money' column covered the "Profits for the Long Run" paper by Chuck Joyce and Kim Mayer ("Market consistently underprices quality," by Teh Hooi Ling). See text online (registration required for access) at: http://www.businesstimes.com.sg/premium/wealth/show-me-money/market-consistently-underprices-quality-20121110
    • Financial Times November 06, 2012
      Arjun Divecha comments in a story on the performance of smaller emerging markets in 2012 ("Brics blunt EM returns as smaller markets soar," p. 32 of U.K. edition, p. 20 of U.S. edition, by Robin Wigglesworth). See text online (registration required for access) at: http://www.ft.com/intl/cms/s/0/ab6ec1fe-275b-11e2-9863-00144feabdc0.html
    • Financial Times November 05, 2012
      Edward Chancellor contributes to The Last Word commentary in the FTfm special section ("It pays for Berlin to quit the Eurozone," p. FTfm28 of U.S. edition, p. FTfm36 of U.K. edition). See text online (registration required for access) at: http://www.ft.com/intl/cms/s/0/6bdc9538-24dc-11e2-86fb-00144feabdc0.html
    • No-Load Fund Analyst November 01, 2012
      The November issue features an interview with Ben Inker ("Evaluating Equities in an Uncertain Economy: A Conversation With GMO's Ben Inker," p. 17, by Rajat Jain).
    • CFA Institute October 24, 2012
      The 'Enterprising Investor' blog reported on remarks from James Montier earlier this month at the European Investing Summit online conference ("James Montier Applies His Seven Immutable Laws of Investing to Europe," by David Larrabee).
    • Financial Times October 01, 2012
      Edward Chancellor contributes to The Last Word commentary in the FTfm special section ("Information revolution yet to pay off," p. FTfm36). See text online (registration required for access) at: http://www.ft.com/cms/s/0/52286386-093b-11e2-a5a9-00144feabdc0.html
    • Wall Street Journal Sunday September 23, 2012
      The lead story quoted Ben Inker on the outlook for U.S. stocks ("The Market Outlook: Not Bad, Could Be Better," by Tom Lauricella).
    • Financial Times September 10, 2012
      Edward Chancellor contributes to The Last Word commentary in the FTfm special section ("The long-term impact of low rates," p. FTfm36 of U.K. edition, p. FTfm of U.S. edition). See text online (registration required for access) at: http://www.ft.com/intl/cms/s/0/9a797d52-f8b8-11e1-8d92-00144feabdc0.html
    • Financial Times August 14, 2012
      Jeremy Grantham contributes a commentary appearing in all editions of the Financial Times ("The food crisis should not be left to cowboy capitalists," p. 11 of U.K. edition, p. 9 of U.S. edition). See text online (registration required for access) at: http://www.ft.com/intl/cms/s/0/8f2f7fae-e531-11e1-8ac0-00144feab49a.html
    • Barron's August 13, 2012
      The Focus on Funds blog covers Ben Inker's white paper on equity returns ("GMO's Inker Says Equities Not Dead, Just Healing," by Reshma Kapadia).
    • Financial Times August 07, 2012
      Quoted the GMO Quarterly Letter in coverage of second-quarter earnings for European companies ("Shaky European profits raise doubt over equities rally: Sanguine response to poor second-quarter numbers suggests some disappointment is already priced in," p. 28, by Bryce Elder).
    • Financial Times August 06, 2012
      Edward Chancellor contributes to The Last Word commentary in the FTfm special section ("China's cash pile provides no shield," p. FTfm24 of U.K. edition, p. FTfm16 of U.S. edition). See text online (registration required for access) at: http://www.ft.com/intl/cms/s/0/de41c970-dd44-11e1-aa7b-00144feab49a.html
    • CNBC.com August 02, 2012
      Reports on the GMO Quarterly Letter ("Spike in Crop Prices May Signal 'Chronic Food Crisis'," by John Melloy).
    • Smart Money August 01, 2012
      Wall Street Journal investing columnist Brett Arends cites Ben Inker ("The Case for European Blue Chips: What do Europe's economic woes mean for European stocks? Not as much as you might think").
    • Morningstar July 13, 2012
      Rich Mattione's white paper, "The Pain in Spain," was featured on the Morningstar home page. The paper is available in the Library of the website.
    • New Statesman (U.K.) July 11, 2012
      Jeremy Grantham contributed a commentary to the U.K. weekly New Statesman ("The big crunch: We've structured modern life on a model of permanent growth, yet our planet's resources are finite -- from food and fuel to water and land -- and fast running out. What can we do to save the situation?").
    • Financial Times July 07, 2012
      Arjun Divecha commented in the weekend edition of the Financial Times in a 'World News' feature on credit growth in emerging markets ("Emerging markets face debt hangover," p. 2 of U.S. edition, p. 8 of U.K. edition, by Stefan Wagstyl and John Paul Rathbone).
    • Financial Times July 02, 2012
      Edward Chancellor contributed 'The Last Word' commentary in the 'FTfm' special section ("A eurocrisis solution -- a German exit," p. FTfm24). See text online (registration required for access) at: http://www.ft.com/intl/cms/s/0/9705abbe-c1bd-11e1-8e7c-00144feabdc0.html
    • Money magazine July 01, 2012
      The Readers Choice issue features Jeremy Grantham in 'The Money Interview' ("Value Investor Jeremy Grantham Saw the Great Bubbles and Great Buys of the 2000s Coming. Bet You Want to Know What He's Seeing Now," p. 80, by Janice Revell).
    • Wall Street Journal June 16, 2012
      Weekend Investor column covered the "Profits for the Long Run" paper by Chuck Joyce and Kimball Mayer ("The Case for 'Wide Moat' Stocks," p. B7, by Jack Hough).
    • Pensions & Investments June 11, 2012
      Edward Chancellor comments in a front-page story on the outlook for fixed-income as a "safe haven" asset class (No safe haven: Debate rages as to whether fixed income will continue to offer protection," by Doug Appell).
    • Dow Jones June 07, 2012
      Reported that Jeremy Grantham will serve on the newly established Systemic Risk Council ("Ex-Regulators, Finance Big Wigs to Push Along Rules on Risk," by Liz Moyer).
    • MarketWatch June 05, 2012
      Funds for Thought column highlighted GMO Benchmark-Free Allocation and GMO Global Asset Allocation among "funds that have shown good performance over a number of years in different market conditions and whose managers have wide discretion in how they invest" ("One-decision funds for overwhelmed investors: 'World allocation' category simplifies a complex process," by Conrad de Aenlle).
    • aiCIO June 04, 2012
      Reports on Tina Vandersteel's white paper, "The What-Why-When-How Guide to Owning Emerging Country Debt" ("Emerging Country Debt: The Archetype for Active Management, GMO Says," by Paula Vasan).
    • Financial Times June 04, 2012
      Edward Chancellor contributes The Last Word commentary in the FTfm special section ("China set to continue supersize binge," p. FTfm16 of U.S. edition, p. FTfm24 of U.K. edition). See text online (registration required for access) at: http://www.ft.com/intl/cms/s/0/ae765bf2-abbc-11e1-a8a0-00144feabdc0.html
    • Forbes May 29, 2012
      A posting to the Great Speculations blog cited James Montier's March paper on profit margins ("You Want To Be Liquid When the Big Bubble Bursts," by Rick Ashburn).
    • Forbes May 21, 2012
      Arjun Divecha comments in a feature on investing in emerging markets ("Timid Investor's Guide To Emerging Markets," p. 56, by William Baldwin).
    • Smart Money May 15, 2012
      In a SmartMoney.com commentary on JPMorgan Chase's trading loss, 'ROI' columnist Brett Arends covers James Montier's remarks last week to the CFA Institute Annual Conference in Chicago ("Why We're All J.P. Morgan Now: The entire world of investing, including your 401(k), is now being run just like J.P. Morgan's 'synthetic credit portfolio'").
    • Australian Financial Review May 09, 2012
      Featured comments from James Montier on the investment outlook ("Bonds are making stocks look good," p. 29, by Jonathan Shapiro).
    • Institutional Investor May 01, 2012
      The online edition announces this week the magazine's 2012 U.S. Investment Management Award winners, including GMO for Large-Cap Core Equity ("Money Masters: The money managers and investors who took home Institutional Investor's third annual U.S. Investment management Awards stick to what they do best, but don't shy away from doing it," by Julie Segal).
    • Financial Times April 03, 2012
      Edward Chancellor contributes to The Last Word commentary in the FTfm special section ("Post-war financial repression is back," p. FTfm 32 of U.K. edition, p. FTfm 24 of U.S. edition). See text online (registration required for access) at: http://www.ft.com/intl/cms/s/0/2b3ce90a-7a38-11e1-9c77-00144feab49a.html
    • Financial Times April 02, 2012
      A Viewpoint column in the FTfm special section covers the GMO Quarterly Letter's review of GMO's 10-year asset-class forecasts as of December 31, 2001 ("The simple truth about good forecasting," p. FTfm 9, by Jonathan Davis).
    • Wall Street Journal April 02, 2012
      'Quarterly Markets Review & Outlook' features a Q&A with Ben Inker on the outlook for U.S. stocks ("Two Pros Weigh In on U.S. Stocks," p. C5, by Jonathan Cheng and Matt Phillips).
    • The Economist March 31, 2012
      The Buttonwood column cites James Montier's paper on profit margins ("Marginal improvement: Corporate profit margins are extremely high. Can they be sustained?").
    • Financial Times March 22, 2012
      Edward Chancellor contributes a commentary on China to the 'After the Purge' series ("Chinese corruption plays catch-up," p. 35 of U.K. edition, p. 9 of U.S. edition).
    • Financial Times March 05, 2012
      Edward Chancellor contributes 'The Last Word' commentary in the 'FTfm' special section ("Japan catches the Bernanke religion," p. FTfm 36 of U.K. edition, p. FTfm 28 of U.S. edition).
    • Morningstar Advisor March 01, 2012
      Edward Chancellor is featured in a six-page 'Morningstar Conversation' with UBS senior economic advisor George Magnus on the outlook for Europe ("Europe on the Brink: Two experts question the eurozone's response to the debt crisis and wonder whether it's possible to repair the damage," by Ben Johnson).
    • Barron’s February 27, 2012
      Jeremy Grantham is the subject of the feature interview in this week's Barron's ("Not So Fast: Coping With Slow Growth," p. 36, by Leslie Norton).
    • Dow Jones February 23, 2012
      Ben Inker comments in the newswire's 'Getting Personal' personal-finance column on investing in emerging-market equities ("Chasing GDP Growth May Disappoint Investors," by Daisy Maxey).
    • Sunday Times February 19, 2012
      A guest commentary in the Sunday Times of South Africa cited GMO research on quality stocks ("Evolving theories on how to triumph with stocks," by Hlelo Giyose of First Avenue Investment Management).
    • Wall Street Journal February 06, 2012
      Ben Inker comments a 'Portfolio Strategy' story on risk-parity funds in the Wall Street Journal's 'Investing in Funds' monthly special section ("New Allocation Funds Redefine Idea of 'Balance': The focus on equalizing risk leads to fewer dollars in stocks," p. R4, by Veronica Dagher). See the story online at: http://online.wsj.com/article/SB10001424052970204542404577158970902886322.html
    • Fortune February 06, 2012
      Jeremy Grantham is cited in a 'Closer Look' item on the impact of U.S. ethanol policy on food-price inflation ("The Food-Fuel Dilemma: Demand for corn ethanol is raising food prices. What's needed is a policy change," p. 12, by Scott Cendrowski).
    • Financial Times February 06, 2012
      Edward Chancellor contributes 'The Last Word' commentary today in the Financial Times 'FTfm' special section ("ECB 'saves' banks as economies sink," p. FTfm24). See text of the commentary below; online at: http://www.ft.com/intl/cms/s/0/af0f74ba-4d82-11e1-b96c-00144feabdc0.html (registration required for access)
    • Morningstar FundInvestor January 31, 2012
      In the cover story of the January Morningstar FundInvestor, editor Russ Kinnel covers GMO's asset-class forecasts as of November 30 in a review of "where some of the top asset allocators are investing" ("What to Buy for 2012 and Beyond," p. 1). See the story online at: http://mfi.morningstar.com/Newsletter.aspx(subscription required to download issue)
    • Irish Times January 27, 2012
      The Irish Times 'Stock Take' column covered Edward Chancellor's remarks on China at Societe Generale's annual strategy seminar in London ("Bubble in China," p. 9, by Proinsias O'Mahony). See the story online at: http://www.irishtimes.com/newspaper/finance/2012/0127/1224310799423.html
    • aiCIO January 24, 2012
      The online edition of aiCIO magazine reported yesterday on the November GMO white paper by David Cowan and Sam Wilderman, "Re-Thinking Risk: What the Beta Puzzle Tells Us about Investing" ("GMO: Beware of Beta as a Measure of Risk"). See the story online at: http://www.ai-cio.com/channel/NEWSMAKERS/GMO__Beware_of_Beta_as_a_Measure_of_Risk.html
    • Financial Times January 23, 2012
      A 'Viewpoint' commentary yesterday in the Financial Times 'FTfm' special section cited James Montier ("What the forecasts reveal about market sentiment," p. 7 of U.K. edition, by Jonathan Davis). See the story online at: http://www.ft.com/intl/cms/s/0/68f83ccc-42c5-11e1-93ea-00144feab49a.html (registration required for access)
    • Sydney Morning Herald January 23, 2012
      Jeremy Grantham was cited in a story on Australian housing affordability ("Prices drop but houses still up on global list," by Chris Zappone). See the story online at: http://www.smh.com.au/business/unaffordable-still-real-state-of-real-estate-20120122-1qc3l.html
    • Sunday Telegraph (UK) January 22, 2012
      Edward Chancellor was quoted in a story on the investment outlook for China in the Sunday Telegraph of London ("Chinese New Year: has the fire gone out of the dragon for investors?: With Chinese New Year celebrations about to start this week, several investment groups are encouraging investors to keep faith with China despite some dismal returns of late," by Justin Harper). See the story online at: http://www.telegraph.co.uk/finance/personalfinance/investing/9031654/Chinese-New-Year-has-the-fire-gone-out-of-the-dragon-for-investors.html
    • Bloomberg BusinessWeek January 16, 2012
      A story in the January 16 Bloomberg BusinessWeek cited the December GMO Quarterly Letter on the performance of the GMO Quality strategy in 2011 ("Why the Bluest Blue Chips Rule This Market: Investors flock to dividend-paying stocks for safety and income," p. 41, by Roben Farzad).
    • Financial Times January 16, 2012
      A front-page item in Monday's Financial Times 'FTfm' special section quoted Ben Inker on GMO's view of valuations for European and Japanese equities ("GMO snaps up bargain stocks," by Sophia Grene).
    • Business Times (Singapore) January 14, 2012
      Arjun Divecha's Emerging Thoughts commentary on capturing domestic demand in emerging markets ("The best way to get exposure to emerging markets: Invest in global companies that directly serve burgeoning middle-class demand," by Teh Hooi Ling).
    • The Economist January 11, 2012
      The Economist's 'Buttonwood' columnist last Wednesday cited Edward Chancellor's remarks on China at Societe Generale's annual strategy seminar in London ("The view from SocGen"). See the last paragraph of the posting below; online at: http://www.economist.com/blogs/buttonwood/2012/01/economics-and-markets
    • Financial Times January 09, 2012
      Edward Chancellor contributes 'The Last Word' commentary today in the Financial Times 'FTfm' special section ("Humans are naturaly bad investors," p. 24). See text online (registration required for access) at: http://www.ft.com/intl/cms/s/0/ec067aec-3844-11e1-9d07-00144feabdc0.html
    • Financial Times January 05, 2012
      Arjun Divecha contributes an 'Insight' commentary in today's Financial Times ("Global stocks best way to tap domestic EM growth," p.19 of U.K. edition, p.20 of U.S. edition). See text online (registration required for access) at: http://www.ft.com/intl/cms/s/0/273ff168-24e2-11e1-8bf9-00144feabdc0.html
    • Financial Times September 12, 2011
      Edward Chancellor contributes 'The Last Word' commentary today in the Financial Times 'FTfm' special section ("Asia: Take Note of other Property Bubbles"). See text online (registration required for access) at: http://www.ft.com/intl/cms/s/0/5c3b00dc-dab0-11e0-a58b-00144feabdc0.html
    • Financial Times August 01, 2011
      Edward Chancellor contributes 'The Last Word' commentary today in the Financial Times 'FTfm' special section ("A hapless union has lost its direction"). See text online (registration required for access) at: http://www.ft.com/cms/s/0/94fc8f6a-b9ab-11e0-8171-00144feabdc0.html
    • Smart Money July 31, 2011
      The cover story cites GMO Global Balanced Asset Allocation among "tactical funds with strong returns" ("Investing Reinvented: A SmartMoney Master Plan," by Reshma Kapadia and Matthew Heimer).
    • Morningstar FundInvestor July 31, 2011
      The cover story of FundInvestor reviews guidance from speakers at the June Morningstar Investment Conference, including Ben Inker ("Ideas for a Slow-Growing, Low-Yielding Landscape," p. 1, by Russ Kinnel).
    • Business & Finance (Ireland) July 31, 2011
      Irish monthly Business & Finance in its July issue cites data on China's consumption of natural resources from Part 1 of the GMO Quarterly Letter ("Assume a defensive pose: There are clear signs of increase in jitters in global markets, and investors have already started the process of repositioning themselves for a rocky few months," by Phillip O'Sullivan).
    • CBS MoneyWatch July 26, 2011
      The CBS MoneyWatch 'Investment Insights' column Tuesday cited Jeremy Grantham on the Presidential Cycle ("Past the Debt Plan: Stocks Set for a Second-Half Bounce? The market of 2011 is tracing an uncannily similar pattern to 1951, suggesting stocks may be poised for a solid second-half bounce").
    • Pensions & Investments July 25, 2011
      A feature in this week's Pensions & Investments reports on James Montier's white paper on tail risk protection and response from consultants and investors ("New paper says cash is on the money as a solution to tail risk," p. 2, by Doug Appell).
    • Financial Times July 25, 2011
      The Financial Times 'FTfm' special section covered James Montier's white paper on tail risk protection ("Popular tail-risk hedging is under attack," by Ellen Kelleher).
    • Forbes July 18, 2011
      Columnist Bill Baldwin covers Part 1 of the GMO Quarterly Letter, with additional comments from Jeremy Grantham ("Inflation Hedge: Australia: Don't buy commodity futures. Buy commodity producers").
    • Financial Times July 11, 2011
      Edward Chancellor contributes 'The Last Word' commentary today in the Financial Times 'FTfm' special section ("China's bad debts a cause for concern," by Edward Chancellor). See text online (registration required for access) at: http://www.ft.com/cms/s/0/d49e508e-a89b-11e0-8a97-00144feabdc0.html
    • MarketWatch June 30, 2011
      MarketWatch's 'ROI' column today cites James Montier's white paper on tail risk protection ("Why you don't need a 'black swan' fund: Commentary: Seven reasons to avoid Wall Street 'protection rackets,'" by Brett Arends).
    • Barron's June 29, 2011
      The Barron's 'Focus on Funds' blog reported yesterday on James Montier's white paper on tail risk protection ("GMO Warns 'Tail Risk' Funds Much Ado About Hype," by Murray Coleman).
    • Moneylife (India) June 16, 2011
      In the cover story on the outlook for Indian stocks in India's Moneylife personal-finance magazine last week, the editor reviewed past and recent GMO Quarterly Letters for the U.S. outlook, advising, "You can ignore the millions of words available on the Internet on the US market and simply cut the chase and read Grantham" ("Bull Doze: Muted growth in corporate profit, a US slowdown, a stronger dollar and reduced FII inflows... bulls have a lot going against them. If the market crashes, when should you buy," by Debashis Basu).
    • Morningstar June 16, 2011
      In a Morningstar 'Improving Your Finances' article yesterday on "how to make sure that your advisor's proposed financial plan passes the sniff test," director of personal finance Christine Benz cited GMO's current asset-class forecasts ("Do Your Advisor's Recommendations Add Up? In Part 1 of a series on how to ensure a proposed financial plan is sustainable, we analyze ways to conduct due diligence on what your advisor suggests").
    • CBS MoneyWatch June 10, 2011
      In a review on Friday of last week's Morningstar Investment Conference, CBS MoneyWatch executive editor Jack Otter cited Ben Inker's remarks at the conference ("How to Find Income in a Low Interest Rate World").
    • CNBC June 10, 2011
      Tom Hancock appeared on CNBC's 'Squawk on the Street' program in an interview with anchor Bill Griffeth from the Morningstar Investment Conference in Chicago ("Best of the Best: All-Star Investing Advice").
    • Morningstar June 09, 2011
      Morningstar.com today highlights on its home page a video interview of Ben Inker recorded by director of personal finance Christine Benz last week at the Morningstar Investment Conference ("The Only Things Worth Owning in the U.S. Equity Space: GMO's Ben Inker says high-quality stocks are the only domestic-equity assets currently priced to deliver a decent real return").
    • Economic Times (India) June 07, 2011
      The Economic Times of India reported Tuesday on remarks from Arjun Divecha at the Conference of Montreal's International Economic Forum of the Americas on Monday in Montreal ("Investors shift focus to emerging market consumers").
    • MarketWatch June 07, 2011
      MarketWatch's 'ROI' column Tuesday on a study by finance academic Bob Haugen cited James Montier ("Wall Street's biggest secret: The one thing investors need to know").
    • Morningstar June 06, 2011
      Morningstar's 'Fund Spy' column Monday previewed its Investment Conference this week in Chicago, including a panel on asset allocation with Ben Inker this afternoon and a panel on momentum investing with Tom Hancock tomorrow ("A Bushel Full of Questions for Investors: Where are we headed? The conference knows," by Russ Kinnel).
    • Financial Times June 06, 2011
      Edward Chancellor contributes 'The Last Word' commentary today in the Financial Times 'FTfm' special section ("China investors: beware of inequality," by Edward Chancellor). See text online (may require registration) at: http://www.ft.com/intl/cms/s/0/b254e632-8e10-11e0-bee5-00144feab49a.html
    • Financial Times June 04, 2011
      A feature on timber in the weekend Financial Times quoted Eva Greger ("Trees promise solid long-term growth," by Emma Boyde).
    • Wall Street Journal (Europe) June 03, 2011
      Columnist Alen Mattich cited Jeremy Grantham Friday in an 'Agenda' column on the U.K. property market, ("U.K. Housing Sits on Aspic, Not Firmer Foundations," by Alen Mattich).
    • Pensions & Investments May 30, 2011
      A front-page story in this week's Pensions & Investments covers the GMO Quarterly Letter, with additional comments from Jeremy Grantham ("Cautious Grantham hopes timing is better," by Douglas Appell).
    • Dow Jones May 19, 2011
      The Dow Jones 'Money Talks' column from London Thursday cited James Montier's "Seven Immutable Laws" and Jeremy Grantham from the GMO Quarterly Letter ("Waiting for the Fat Pitch," by Alen Mattich).
    • Barron's May 16, 2011
      This week's Barron's 'Asian Trader' column highlights Edward Chancellor's white papers on Japan and China, with additional comments from Edward ("Favoring Japan Over China: Beijing is creating unsustainable growth, a money manager argues, while Toyko soon could be exiting its debt trap. Good news for Japanese stocks," p. M7, by Leslie Norton).
    • Business Times (Singapore) May 14, 2011
      In the weekend edition of the Business Times of Singapore, 'Show Me the Money' columnist Teh Hooi Ling related a brief conversation on profit margins and PEs held with Jeremy Grantham at the Government of Singapore Investment Corporation conference ("Singapore market still deemed healthy: It seems that high profit margins do not translate into high PE ratios," by Teh Hooi Ling).
    • CBS MoneyWatch May 12, 2011
      The CBS MoneyWatch 'Against the Grain' column today reports on the GMO Quarterly Letter ("Grantham: Sell in May and Don't Come Back," by Conrad de Aenlle).
    • ETFguide May 11, 2011
      The editor of the ETFguide site commented yesterday on the GMO Quarterly Letter ("Is it Time to 'Fight the Fed? Conventional wisdom says not to 'fight the Federal Reserve' but Jeremy Grantham, in his latest piece, argues against that. Does he have a point?," by Ron DeLegge).
    • Financial Times May 09, 2011
      Edward Chancellor contributed 'The Last Word' commentary yesterday in the Financial Times 'FTfm' special section ("What to do with a recalcitrant dollar"). See text below; online at: http://www.ft.com/cms/s/0/878ca006-782c-11e0-b90e-00144feabdc0.html
    • Sydney Morning Herald May 05, 2011
      The Sydney Morning Herald reports remarks to the Australian media from Jeremy Grantham on the themes of the GMO Quarterly Letter ("US investment guru praises carbon tax: Jeremy Grantham says the days of abundant resources and falling prices are over forever," p. 5, by Leonie Lamont).
    • Wall Street Journal May 02, 2011
      The lead feature today in the Wall Street Journal's 'Investing in Funds' monthly special section quotes from James Montier's "Seven Immutable Laws" paper ("Stress-Test Your Portfolio: How to prepare for risks known and unknown," p. R1, by Jonathan Burton of MarketWatch).
    • Financial Times April 29, 2011
      A commentary in today's Financial Times covers the GMO Quarterly Letter ("Good weather could bring on a nasty rash," by Merryn Somerset Webb).
    • Alphaville April 26, 2011

      The Financial Times 'Alphaville' blog today covers the GMO Quarterly Letter, excerpting extensively from the letter and reprinting selected exhibits ("Grantham comes nose to nose with a paradigm shift," by Neil Hume).

    • Barron's April 25, 2011
      Ben Inker is quoted in this week's Barron's 'Big Money Poll' cover story ("Watch Your Step! America's money managers are bullish in Barron's latest Big Money poll, but picking their spots with care. The crowd is seeking safety in big, defensive stocks," p. 27, by Jack Willoughby).
    • Reuters March 10, 2011
      Reuters columnist James Saft quotes James Montier's "Seven Immutable Laws" white paper ("Patience is priceless, but doesn't pay").
    • Sydney Morning Herald March 09, 2011
      The Sydney Morning Herald cited the third-quarter GMO Quarterly Letter in reporting on "doomsday" sentiment among "America's leading investment gurus" ("Doomsayers: it could all turn ugly again," by Stuart Washington).
    • Financial Times March 07, 2011
      Edward Chancellor contributes 'The Last Word' commentary today in the Financial Times 'FTfm' special section ("Cautionary Tale for China's Rail Boom"). See text online (registration required for access) at:http://www.ft.com/cms/s/0/527d8d28-46ac-11e0-967a-00144feab49a.html#axzz1FvdjOtw6
    • Barron's February 28, 2011
      Barron's associate editor Mike Santoli cites GMO Quality in his 'Streetwise' column ("Sometimes a Great Notion: The equity world's long-held thought that investors should be rotating toward 'high quality' stocks is one that deserves another chance," p. 11).
    • Morningstar February 22, 2011
      Morningstar 'Fund Spy' column cites Ben Inker among "some of the mutual fund industry's best go-anywhere managers" finding "wide-moat" stocks "more attractive relative to the broad market, lower-quality fare, and small-cap stocks" ("Three Reasons Not to Give Up On Quality Stocks, Funds: Why investors should stick with wide-moat funds," by Ryan Leggio).
    • Barron's February 21, 2011
      In a research note excerpted in Barron's 'Market Watch' roundup of advisory opinion, Albert Edwards of Societe Generale quotes Edward Chancellor's Financial Times February commentary on China ("Is China a Hidden Bubble?," p. M15, edited by Don Perman).
    • Financial Times February 21, 2011
      In his 'Last Word' commentary in the Financial Times 'FTfm' special section, investment editor James Mackintosh cited Jeremy Grantham as "perhaps the most prominent" among the "many who share a version of this view" that "shares are wildly overpriced" yet likely "to carry on up for a while yet" ("A scary reality lurks beneath the fantasy"). See the commentary online (registration required) at: http://www.ft.com/cms/s/0/8410c9d8-3cdc-11e0-bbff-00144feabdc0.html
    • Financial Times February 17, 2011
      The Financial Times cites Jeremy Grantham on "seven lean years" ("Yield-hungry investors should get real," by Richard Milne). See the story online at: http://www.ft.com/cms/s/0/5c5311d4-39f4-11e0-82aa-00144feabdc0.html
    • Forbes February 17, 2011
      The Forbes 'Intelligent Investing' blog covered the Letters to the Investment Committee section of the GMO Quarterly Letter ("Bubble Talk: Grantham Warns of The Paradox of Profit Margins"). See the story online at: http://blogs.forbes.com/investor/2011/02/17/bubble-talk-grantham-warns-of-the-paradox-of-profit-margins/
    • Financial Times February 07, 2011
      Edward Chancellor contributes 'The Last Word' commentary today in the Financial Times 'FTfm' special section ("Entranced by China's Bubbling Economy"). See text online (registration required for access) at: http://www.ft.com/cms/s/0/13604674-3092-11e0-9de3-00144feabdc0.html#axzz1DICxrdsZ
    • Barron's January 31, 2011

      This week's Barron's cover story cites Jeremy Grantham ("Our 10 Favorite Stocks for 2011," p. 17, by Andrew Bary). See the online (subscription required) at: http://online.barrons.com/article/SB50001424052970203822504576048192497641466.html

    • Money Management (U.K.) January 31, 2011
      A commentary in the FT monthly Money Management quotes from James Montier's "I Want to Break Free" paper ("Relative or absolute returns? Don't be a slave to outdated theories about returns," by Russell Taylor). See online (subscription required) at: http://www.ftadviser.com/MoneyManagement/Investments/Features/article/20110101/4f610436-083a-11e0-97b0-00144f2af8e8/Relative-or-absolute-returns.jsp
    • Smart Money January 31, 2011
      A 'Street Smart' item in the January issue of Smart Money quotes from the GMO Quarterly Letter on timber ("Planting Trees In Your Portfolio: Forget the hoopla over precious metals; Some pros favor another hard asset," p. 28, by Alyssa Abkowitz).
    • Toronto Globe & Mail January 29, 2011
      Toronto Globe & Mail columnist David Berman quoted the GMO Quarterly Letter in his column ("Rising rates and the risk to a booming investment environment," p. B8).
    • MarketWatch January 19, 2011
      The MarketWatch 'Your Portfolio' column cited GMO's asset-class forecasts ("Where to invest over the next 10 years: Say goodbye to 10% annual returns, and watch out for bonds," by Robert Powell).
    • Wall Street Journal January 16, 2011
      The lead story in the Wall Street Journal cited Jeremy Grantham among "people who accurately predicted the last crisis" and "are pretty cautious right now" ("Don't Get Carried Away by the Market Rally," by Brett Arends). See the story online at: http://online.wsj.com/article/SB10001424052748704323204576084283773099512.html
    • CBS MoneyWatch January 16, 2011
      The CBS MoneyWatch column 'The Macro View' carried the full text of Eisenhower's Farewell Address, excerpting selected comments from Jeremy Grantham's "I Like Ike" commentary ("Eisenhower's Farewell Address, Haunting Us 50 Years Later," by John Keefe). See the story, with Jeremy's comments following the text of the speech online at: http://moneywatch.bnet.com/economic-news/blog/macro-view/eisenhowers-farewell-address-50-years-later/2992/
    • Bloomberg January 12, 2011
      The Bloomberg newswire reports today on Arjun Divecha's Emerging Thoughts commentary ("GMO 'Underweight' China, India Stocks on Valuation, Inflation," by Ye Xie). See the story online at: http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aQ3gUNQpKhPQ
    • Financial Times January 10, 2011
      Edward Chancellor contributes 'The Last Word' commentary today in the Financial Times 'FTfm' special section ("Valuation riddle for the yellow metal"). See text online (registration required for access) at: http://www.ft.com/cms/s/0/33aba278-1a96-11e0-b100-00144feab49a.html
    • Associated Press January 10, 2011
      Jeremy Grantham was cited in a story on the outlook for corporate profit margins in the U.S. ("Stocks are riding on higher profit margins: Can companies squeeze more out of their workers? If you're an investor, you better hope so," by Bernard Condon).
    • Dow Jones January 07, 2011
      George Estes commented in a Dow Jones newswire story on the outlook for Greek sovereign debt ("Yield Spreads On Greek Sovereign Debt Hit Record Intraday High," by Katy Burne). See online (with subscription) at: http://online.wsj.com/article/BT-CO-20110107-709793.html
    • Barron's January 03, 2011
      Ben Inker is the subject of the feature interview in this week's Barron's ("The Charms of Cash: An interview with Ben Inker, head of asset allocation at Boston-based money manager GMO. His advice: a big cash position and a defensive posture," p. 27, by Lawrence Strauss). See text online (subscription required) at: http://online.barrons.com/article/SB50001424052970203583104576046203361041990.html