GMO ETFs

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.

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.