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