Partners In Investing

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.

GMO’s head of Focused Equity, Tom Hancock, and co-head of Asset Allocation, John Thorndike, discussed why diversifying by owning quality and deep value equities can help offset risk in today’s highly concentrated market.

Lucas White delves into the market's reaction to the 2024 election and the motivations of the incoming administration as he considers the future of the IRA and its impact on the clean energy sector.