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PARTNERS IN INVESTING

for over 40 years


OUR INSIGHTS

 * The GMO Quarterly Letter
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OUR CAPABILITIES

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ESG AT GMO

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GMO’S 40TH ANNUAL CONFERENCE

GMO recently hosted our 40th annual conference, where GMO investors presented
our latest research on how we are working to capture returns and develop
effective investment solutions for our clients.

Learn more about the 2021 GMO Conference.

Featured Viewpoint


LET THE WILD RUMPUS BEGIN

Today in the U.S. we are in the fourth superbubble of the last hundred years.
More dangerously, for the first time the U.S. has simultaneous bubbles across
all major asset classes. Jeremy Grantham warns that all previous equity
superbubbles corrected back to trend after displaying certain characteristics
that have already occurred in today’s cycle.

Read about Jeremy’s views and learn how GMO is navigating this superbubble.


ESG AND SUSTAINABILITY AT GMO

GMO’s inaugural Sustainability and Responsible Investing Report describes our
commitment to integrating ESG in our investment processes, what we’re doing to
make our company more sustainable, and how we are advancing diversity, equity,
and inclusion. We believe success in these critical areas is necessary to
improve our clients’ investment outcomes and better our world.

Learn more about GMO's ESG efforts.

3Q 2021


GMO QUARTERLY LETTER

In GMO’s latest Quarterly Letter, Asset Allocation co-head John Thorndike
explains the rationale behind our strong preference for non-U.S. stocks despite
the stellar performance the U.S. stock market has delivered over the last
decade. In the introduction, Ben Inker explains why we are so enamored of this
type of historical asset allocation analysis.

Read the 3Q 2021 GMO Quarterly Letter.

Featured Product


EMERGING MARKETS EX-CHINA

GMO has launched an Emerging Markets ex-China equity strategy, an important tool
to enable investors to precisely target their China allocation.

Read our research about how GMO’s top-down-oriented EM equity approach – an
approach we’ve run since 1993 – adds indispensable alpha in an active EM
ex-China strategy. And learn more about the EM ex-China opportunity by watching
our topical webcast.


GMO’S 40TH ANNUAL CONFERENCE

GMO recently hosted our 40th annual conference, where GMO investors presented
our latest research on how we are working to capture returns and develop
effective investment solutions for our clients.

Learn more about the 2021 GMO Conference.

Featured Viewpoint


LET THE WILD RUMPUS BEGIN

Today in the U.S. we are in the fourth superbubble of the last hundred years.
More dangerously, for the first time the U.S. has simultaneous bubbles across
all major asset classes. Jeremy Grantham warns that all previous equity
superbubbles corrected back to trend after displaying certain characteristics
that have already occurred in today’s cycle.

Read about Jeremy’s views and learn how GMO is navigating this superbubble.




THE LATEST

Quarterly EM Debt Update


VALUATION METRICS IN EMERGING DEBT: 3Q 2021

BY EMERGING COUNTRY DEBT TEAM

30 November 2021

As we enter Q4, our valuation metrics for emerging debt are moderately more
attractive than they were at the beginning of the quarter. In this piece, we
update our valuation charts and commentary.

Read More
Insights


MORE THAN MEETS THE EYE

BY CREDIT OPPORTUNITIES TEAM

10 November 2021

While intuition suggests that low high yield corporate default rates starve
distressed strategy returns, historical evidence indicates that this has not
been the case.

Read More
Market Commentary


3Q 2021 MARKET COMMENTARY

BY ASSET ALLOCATION TEAM

28 October 2021

The Asset Allocation Team’s third quarter market review and outlook.

Read More
Insights


WOUNDS THAT NEVER HEAL

BY ASSET ALLOCATION TEAM

27 October 2021

Bubbles inflict deep and cruel wounds that can last for decades, which is why we
believe it is prudent to avoid them, exploit them, or dance around them as best
we can.

Read More
Viewpoints


LET THE WILD RUMPUS BEGIN

BY JEREMY GRANTHAM

20 January 2022

Today in the U.S. we are in the fourth superbubble of the last hundred years,
and for the first time in the U.S. we have simultaneous bubbles across all major
asset classes.

Read More
White Papers


JAPAN EQUITIES: ENTRENCHED PERCEPTIONS IGNORE...

BY DREW EDWARDS AND RICK FRIEDMAN

10 January 2022

Japan profit margins and attitudes toward shareholder interests have improved
substantially over the last decade. Investor perceptions of Japan, however, have
lagged this progress.

Read More
GMO Quarterly Letter


3Q 2021 GMO QUARTERLY LETTER

BY BEN INKER AND JOHN THORNDIKE

14 December 2021

Asset Allocation co-head John Thorndike explains the rationale behind our strong
preference for non-U.S. stocks despite the stellar performance of the U.S. stock
market over the last decade.

Read More
Insights


VALUE TRAPS VS. GROWTH TRAPS

BY ASSET ALLOCATION TEAM

09 December 2021

Growth stocks around the world are priced with exceedingly high expectations,
and names that have recently disappointed have been mercilessly repriced. No
matter, there are ways to navigate these dangerous waters.

Read More
Quarterly EM Debt Update


VALUATION METRICS IN EMERGING DEBT: 3Q 2021

BY EMERGING COUNTRY DEBT TEAM

30 November 2021

As we enter Q4, our valuation metrics for emerging debt are moderately more
attractive than they were at the beginning of the quarter. In this piece, we
update our valuation charts and commentary.

Read More
Insights


MORE THAN MEETS THE EYE

BY CREDIT OPPORTUNITIES TEAM

10 November 2021

While intuition suggests that low high yield corporate default rates starve
distressed strategy returns, historical evidence indicates that this has not
been the case.

Read More
Market Commentary


3Q 2021 MARKET COMMENTARY

BY ASSET ALLOCATION TEAM

28 October 2021

The Asset Allocation Team’s third quarter market review and outlook.

Read More
Insights


WOUNDS THAT NEVER HEAL

BY ASSET ALLOCATION TEAM

27 October 2021

Bubbles inflict deep and cruel wounds that can last for decades, which is why we
believe it is prudent to avoid them, exploit them, or dance around them as best
we can.

Read More
Viewpoints


LET THE WILD RUMPUS BEGIN

BY JEREMY GRANTHAM

20 January 2022

Today in the U.S. we are in the fourth superbubble of the last hundred years,
and for the first time in the U.S. we have simultaneous bubbles across all major
asset classes.

Read More
White Papers


JAPAN EQUITIES: ENTRENCHED PERCEPTIONS IGNORE...

BY DREW EDWARDS AND RICK FRIEDMAN

10 January 2022

Japan profit margins and attitudes toward shareholder interests have improved
substantially over the last decade. Investor perceptions of Japan, however, have
lagged this progress.

Read More
GMO Quarterly Letter


3Q 2021 GMO QUARTERLY LETTER

BY BEN INKER AND JOHN THORNDIKE

14 December 2021

Asset Allocation co-head John Thorndike explains the rationale behind our strong
preference for non-U.S. stocks despite the stellar performance of the U.S. stock
market over the last decade.

Read More
Insights


VALUE TRAPS VS. GROWTH TRAPS

BY ASSET ALLOCATION TEAM

09 December 2021

Growth stocks around the world are priced with exceedingly high expectations,
and names that have recently disappointed have been mercilessly repriced. No
matter, there are ways to navigate these dangerous waters.

Read More

Read More News & Insights


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GMO Netherlands B.V. is licensed by the Netherlands Authority for the Financial
Markets.

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