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Featured Research

Part 1: Inflation – Tall Tales and True Causes

Read our latest Research to learn more about the underlying causes of inflation and why we believe the recent upsurge in inflationary angst is likely much ado about nothing.

Update

Update from the CEO

Scott Hayward, CEO of GMO, provides an update to clients on current investment opportunities we are seeing and solutions we are designing to capture returns, GMO’s intense focus on ESG, our ongoing commitment to diversity, equity, and inclusion, and broadening leadership at the firm.

Read the letter here.

Featured

Featured Research

Quality Investing & Inflation

Quality stocks have tended to fare well versus the broad market during inflationary times, and paying attention to valuation alongside quality has delivered even better results. Read our recent research

GMO’s Quality Strategy is similarly well positioned for an inflationary environment today.

Jeremy-Grantham_Bubble_Jan21

Featured Viewpoint

Waiting for the Last Dance

In his latest Viewpoints piece, Jeremy Grantham warns that the market is now checking off all the touchy-feely characteristics of a major bubble. Given his experience as a historian of markets, we would be wise to listen.

Click here to read the full article.

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