This content is from: Portfolio GMO: It’s Time to Look Beyond U.S. Stocks “Emerging markets, Europe, and Japan all offer much better expected returns than the U.S.,” according to James Montier. By Hannah Zhang May 16, 2023
This content is from: Portfolio GMO: High-Quality Banks Are Still Safe Amid the Turmoil Investors need to do their own analysis of bank deposits and held-to-maturity securities to determine a bank’s risk. By Hannah Zhang March 27, 2023
This content is from: Portfolio U.S. Investors Want More Exposure to Japan. Here’s What They Should Know Beforehand. “At first, investing in Japan or predicting Japan is so difficult; it’s quite a unique market,” said Ryoji Musha. By Alicia McElhaney May 26, 2023
This content is from: Portfolio GMO: There’s Joy in Missing Out “A year ago, where we had the flexibility to move to liquid alts, we wanted to do that with as much rope as someone would give us,” says Ben Inker. By Julie Segal January 31, 2023
This content is from: Portfolio This Is Why Passive Strategies Don’t Work for Value Investors Last month, value stocks either beat or lagged growth equities — depending on the index. By Hannah Zhang February 09, 2023
This content is from: Portfolio Jeremy Grantham Warns of an ‘Unexpectedly Dire’ Final Phase of the Downturn Longer term, GMO’s Grantham argues that the declining population, raw material shortages, and climate change are the biggest challenges for investors. By Hannah Zhang January 24, 2023
