Partners In Investing

In Part 2 of our Quarterly Letter, we dive deeper into U.S. trade policy to consider the impacts of tariffs and offer investors a framework for navigating uncertainty and imperfect policymaking.

The Focused Equity team examines negative sentiment toward U.S. health insurers and explains why they believe the blame for many legitimate complaints about the healthcare system may be misplaced.

Ben Inker and John Pease look at the economics of trade and tariffs at a theoretical level and explain why broadly applied tariffs are a needlessly economically expensive way to achieve U.S. goals.

GMO’s Asset Allocation team shares the three reasons they’re overweight Japanese equities.

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.

GMO believes that the movement of supply chains out of China presents a tremendous opportunity for companies in other emerging markets. In this webcast, Warren Chiang and Arjun Divecha discuss why they believe an actively managed ...

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.