This content is from: Portfolio GMO Has a Plan to Profit From a Growth Stock Bubble The firm is shorting “drastically overvalued” companies under a new strategy aimed at producing huge gains similar to what GMO reaped from the dot-com bubble burst. By Christine Idzelis December 08, 2020
This content is from: Corner Office GMO Hires Two Execs From QMA QMA said it was restructuring its portfolio management team due to poor performance. By Amy Whyte July 15, 2020
This content is from: Portfolio GMO, Long Bearish, Finds a Sector It Loves For strong U.S. banks, “this is no rerun of the GFC,” GMO’s equity team says. By Christine Idzelis July 07, 2020
This content is from: Portfolio GMO Says Stock Market Rally Has Gone Too Far GMO has reduced its equities exposure, says Ben Inker, the head of its asset allocation team. By Christine Idzelis June 03, 2020
This content is from: Portfolio Time to Buy, Says GMO Jeremy Grantham’s army is “excited about equity.” By Christine Idzelis March 12, 2020
This content is from: Portfolio GMO: The Market Looks Like Wile E. Coyote “I can’t help but wonder if the world has forgotten about risk,” writes strategist James Montier. By Alicia McElhaney August 14, 2020
