Jeremy Grantham’s valuation-oriented investment firm is famous on Wall Street for trumpeting the contrarian, and decidedly bearish, views of its co-founder, seemingly every passing year. These days ...

GMO’s 13F portfolio increased to $31.91B, with top holdings in Microsoft, Apple, Meta, Alphabet, and Oracle comprising ~21% of the portfolio. US Large-Cap asset class forecasted to have a negative 5.7 ...

For more than four decades, Jeremy Grantham has been one of the most contrarian voices in global investing. The co-founder of Boston-based asset manager GMO, he built his reputation warning about ...

The GMO co-founder explains why most investing “premiums” boil down to value—and why AI’s promise doesn’t spare it from a ...

Jeremy Grantham’s Boston-based investment firm is tapping into popular demand on Wall Street for emerging-market strategies that avoid China altogether, as investors prep for fresh disruptions across ...

In this week’s episode of Merryn Talks Money, host Merryn Somerset Webb interviews GMO co-founder and notorious caller of market bubbles Jeremy Grantham. Grantham, who also serves as the firm’s ...

The realization that you can have an idea,” the author reflects, “a new idea, or a different idea, and you can be right, and ...

GMO warns that AI stocks are exhibiting the classic signs of being in a bubble. The firm sees parallels to the dot-com bubble, citing high valuations and speculation. Instead of AI, the firm likes ...

GMO, the $66 billion asset manager co-founded by Jeremy Grantham in 1977, has long had sharp research on various topics, such as clean energy stocks and the impact of passive investing on markets. In ...

Boston-based GMO (formerly Grantham, Mayo, Van Otterloo) has expanded its exchange-traded fund lineup with the launch of three new funds focusing on quality and value, and it plans to launch two more ...

The heir to Grantham’s quantitative models, Inker has been at GMO since graduating from Yale University in 1992 with a BA in economics. He took over day-to-day operations for the firm’s asset ...

GMO's 13F portfolio value increased to $29.61B this quarter. New stakes include Thermo Fisher Scientific and Permian Resources, while stake increases were seen in Microsoft, Apple, Meta Platforms, and ...