Partners In Investing

Japan's governance reform is shifting pressure on boards from shareholder leverage to public disclosure, rewarding engaged owners who can test boards' capital-allocation explanations.

Policy, corporate strategy, and defense now point the same way: toward a revitalization of American industry. For long-term investors, this shift could be a lasting source of return.

In GMO’s latest Quarterly Valuation Update, FX and local currency rates screen cheap and very cheap, while hard currency credit is rich.

GMO's 7-Year Asset Class Forecast as of September 30, 2026.

Learn how GMO’s Asset Allocation team has used liquid alternatives to preserve capital, capitalize on opportunities, and position portfolios for market stress.

Deep value offers a compelling investment opportunity, but implementation matters. Tommy Garvey explains GMO’s conviction and how our Global Opportunistic Value Strategy seeks to capture its potential.

GMO’s research across 11 central banks examines why elevated policy activity (not just rate direction) matters for portfolios, and what it potentially means for diversification.

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.

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.