Tag Archives: Grantham

GMO’s Lean Investment Outlook

Bob Huebscher over at Advisor Perspectives just published an interesting article that gives an overview of Grantham, Mayo, van Otterloo & Co.’s (GMO) outlook for the coming years.¬†The article is based on a talk given by Ben Inker, head of asset allocation at GMO.

Most investors who are aware of GMO first encounter the Boston-based investment management firm by reading some of the brilliant essays of Jeremy Grantham, one of the firm’s founders.¬†Grantham’s market outlooks have historically been prescient.

A Bleak Outlook?

GMO’s broad outlook for investors — the firm manages $107 billion in assets — has changed since last year. Continue reading