Bonds are dead: GMOJame DiBiasioJul 23, 2013“I am well aware of the dangers of proclaiming the death of an asset class,” says James Montier at GMO, who does so anyway, advising higher cash holdings.
GMO doubles down on resources callJame DiBiasioAug 13, 2012Jeremy Grantham of GMO urges long-term investors to shift up to 30% of assets to resources, particularly agriculture.
EMs and Japan top GMO’s seven-year outlookJame DiBiasioAug 21, 2011The S&P500 is expected to flatline, and China is “California on steroids”, says Edward Chancellor at GMO.
Jeremy Grantham blasts Fed/BoE bailoutsJame DiBiasioOct 28, 2007Emerging market equities the only choice in the face of increasing moral hazard, says GMO chairman.
Fund house GMO initiates Asia presenceJame DiBiasioFeb 27, 2003Ex-Towers consultant Glen Howard will head its Singapore office.