GMO

since 1977
  • 201-500 employees
  • Investment Management

GMO

For more than 40 years, GMO has partnered with a broad range of sophisticated institutions, financial intermediaries, and families to provide the investment expertise they need to meet their goals and fulfill their missions.

Investing on behalf of our clients is GMO’s sole focus. Across asset classes and around the world, our investment teams identify and exploit long-term opportunities and develop solutions that both anticipate and respond to client needs.

GMO is comprised of a collection of investment teams with focused specialties. All are grounded in a long-term, valuation-based investment philosophy – an approach we believe provides the best risk-adjusted returns.

GMO partners with an impressive roster of sophisticated clients worldwide, delivering innovative investment solutions and tailored client service. Our clients benefit from our diverse expertise, intellectual curiosity, and open culture of debate, as well as from our ability and willingness to take advantage of contrarian market opportunities.

For important disclosure information please visit: https://www.gmo.com/americas/terms-and-conditions/

VALUATION METRICS IN EMERGING DEBT: 1Q25
  • 4 days ago

In GMO’s latest Quarterly Valuation Update, local currency rates and FX screen very attractive, while hard currency credit is neutral+.

GMO 7-YEAR ASSET CLASS FORECAST: 1Q 2025
  • 17 days ago

GMO's 7-Year Asset Class Forecast as of March 31, 2025.

GMO ASSET ALLOCATION'S BIG BETS
  • 18 days ago

In this webcast, Ben Inker and John Thorndike (Asset Allocation) and Tom Hancock (Focused Equity) reflected on how their positioning has fared amid market volatility, shared reactions to recent tar...

TARIFFS: MAKING THE U.S. EXCEPTIONAL, BUT NOT...
  • 27 days ago

In Part 2 of our Quarterly Letter, we dive deeper into U.S. trade policy to consider the impacts of tariffs and offer investors a framework for navigating uncertainty and imperfect policymaking.

By GMO In Macro
DON’T BLAME THE MIDDLEMAN
  • 1 month ago

The Focused Equity team examines negative sentiment toward U.S. health insurers and explains why they believe the blame for many legitimate complaints about the healthcare system may be misplaced.

GMO 7-YEAR ASSET CLASS FORECAST: FEBRUARY 202...
  • 1 month ago

GMO's 7-Year Asset Class Forecast as of February 29, 2024.

TRADE: THE MOST BEAUTIFUL WORD IN THE DICTION...
  • 1 month ago

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.

By GMO In Macro
THREE REASONS WE’RE OVERWEIGHT JAPANESE EQUIT...
  • 1 month ago

GMO’s Asset Allocation team shares the three reasons they’re overweight Japanese equities.

RISING TOXICITY AND THE THREAT TO CAPITALISM ...
  • 1 month ago

Of the challenges facing humanity, toxicity is the most underrecognized. Jeremy Grantham educates about toxicity’s implications on global demographics and the ultimate future of humankind.