Events | April 26, 2024

Catherine LeGraw on the Meb Faber Podcast

Rare Opportunities Not Seen in 35 Years

Overview

Catherine LeGraw, portfolio strategist for GMO’s Asset Allocation team and a partner at the firm, joined Meb Faber on the Meb Faber show podcast. In the episode, Catherine explained why she believes this is the best relative asset allocation opportunity GMO has seen in 35 years and how GMO is building portfolios with some of the highest forecasted relative and absolute returns we have ever seen. Catherine also explained where she sees opportunity around the world today, why she is excited about deep value and quality, and how she’s thinking about the Magnificent 7.

You can listen to the full podcast here: Rare Opportunities Not-Seen In 35 Years: Catherine LeGraw of GMO Reveals (youtube.com)

Disclaimer: The views expressed are the views of Catherine LeGraw through the period ending April 26, 2024, and are subject to change at any time based on market and other conditions. This is not an offer or solicitation for the purchase or sale of any security and should not be construed as such. References to specific securities and issuers are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations to purchase or sell such securities.
Copyright © 2024 by GMO LLC. All rights reserved.

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