Partners In Investing

Could rising equity supply—not fading AI demand—be the catalyst that breaks the AI bubble? Ben Inker and John Pease examine what may tip markets lower.

GMO co-founder and long-term investment strategist Jeremy Grantham sat down with Steven Bartlett on The Diary of a CEO.

GMO's 7-Year Asset Class Forecast as of August 31, 2026.

B.J. Brannan and Catherine LeGraw of GMO’s Asset Allocation team discuss how liquid alternative strategies can provide diversification, alpha potential, and daily liquidity within a multi-asset portfolio.

Ben Inker reflects on GMO’s benchmark-agnostic approach to asset allocation—its origins, key lessons, and why today’s market backdrop may favor investors willing to look different.

In a new video, Tom Hancock explains where GMO is finding opportunity across quality equities today—from AI beneficiaries to health care—and why valuation and durability remain central to the strategy.

The Fed faces an emerging third mandate it never asked for: the distribution of credit. We explore how the problem is likely to unfold in two acts and what it means for portfolios.

Japan’s governance reforms are shaping a more active market for corporate control, creating opportunities for engaged investors to help protect minority shareholders and unlock long-term value.

With liquid alternatives, investors don’t have to choose between return, diversification, and liquidity. GMO explains how ALTA strives to achieve all three.

GMO's 7-Year Asset Class Forecast as of July 31, 2026.

What creates a durable edge in systematic equity investing? GMO examines the research, valuation framework, and portfolio construction behind its approach.

As the Goldilocks era ends, liquidity and true diversification matter more. GMO explores why liquid alternatives deserve a fresh look.