Partners In Investing

Quality bonds offer strategic advantages to HY portfolios through the credit cycle. Today, we believe there is additional value in tactically increasing BB-rated bond allocations.

The Focused Equity team discusses the merits of international quality investing as a diversifier that seeks to control risk without limiting long-term returns.

GMO's 7-Year Asset Class Forecast as of January 31, 2025.

Companies around the world are shifting supply chains away from China, which we believe will reshape the global economy and present substantial investment opportunity.

GMO’s Asset Allocation team on why they believe a dedicated, active mandate is the only way to fully capture the opportunity in emerging market debt.

In this Year-End Letter, the Focused Equity team discusses Quality Strategy results for 2024 and their outlook for 2025.

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

In our latest Quarterly Letter, we consider three notable relative equity market underperformers during U.S. growth’s triumphant run: U.S. value, U.S. small, and China.