In #GMO’s latest #EMD Quarterly Valuation Update, local currency rates and FX screen very attractive, while hard currency credit is neutral. bit.ly/3CvP21t

#GMO's Ben Inker spoke with CNBC about why hyped stocks like Nvidia can disappoint, as sentiment can change quickly about growth expectations. Amazing companies with amazing products may not be amazing investments if valuations are too high. bit.ly/40CWJuU

GMO is excited to announce the launch of our Beyond China ETF (NYSE: BCHI), which invests in the global realignment of supply chains away from China. Press release: bit.ly/4hZjQad For more information on risks and expenses: bit.ly/4gGWCVd

Arjun Divecha and Warren Chiang explain the opportunity arising from a secular shift of supply chains away from China, available via GMO’s Beyond China ETF (BCHI). Read our Insight: bit.ly/415zBFr For more information on risks and expenses: bit.ly/3X6LoCd

Catherine LeGraw joined Brad Roth on Behind the Ticker to discuss GMO’s approach to value investing and our recently launched value ETFs, GMOV and GMOI. Listen to the podcast: bit.ly/3X7ZjrI For more information on risks and expenses: bit.ly/3CYVqi6

Learn why we believe International Quality investing – now available via GMO's QLTI ETF – offers a compelling alternative to the overconcentrated U.S. large cap growth market. bit.ly/3DecDEh For more information on risks and expenses: bit.ly/41loM2o

In our latest Fixed Income Insights piece, we explain why we believe there is value today in tactically increasing high-yield portfolio allocations to high-quality BB bonds. Read the paper: bit.ly/43pWW7S

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. Read the paper: bit.ly/41scBkg

Tom Hancock, Head of GMO Focused Equity and lead portfolio manager of GMO’s Quality Strategy, will appear on CNBC’s The Exchange with Kelly Evans today between 1 and 2 pm ET. Tune in to hear Tom’s latest views! Learn more about GMO’s Quality Strategy: bit.ly/41Y2S6A

In a world of rich valuations and heightened geopolitical uncertainties, Japanese equities appear well positioned to deliver attractive returns...Yet most investors remain underexposed to Japan. Learn why we believe it's time to close that gap: bit.ly/43B0V1i

In GMO's latest Quarterly Letter, we look at the economics of trade and tariffs and explain why broadly applied tariffs are likely to be a needlessly economically expensive way to achieve the goals the Trump administration is presumably trying to achieve. bit.ly/4iRFeOO

Congratulations to our Emerging Country Debt Fund, which has again won an LSEG Lipper U.S. Fund Award as the best fund over 10 years in the emerging markets hard currency debt category!bit.ly/3Fx2146 #LipperFundAwards Learn more about ECDF: bit.ly/4bPlcCg

In GMO’s latest Insights, the Focused Equity team examines negative sentiment toward U.S. health insurers and explains why much of the antipathy toward these companies may be misplaced. Read the paper: gmo.com/americas/resea…

A secular shift of supply chains out of China presents a tremendous opportunity for companies in other emerging markets. GMO’s Warren Chiang and Arjun Divecha discuss why they believe an active approach is the best way to add value in this environment. ow.ly/pSTz50VpM0n

There is a lot we still don’t know about how U.S. trade policy will evolve in the coming months. In Part 2 of GMO’s Quarterly Letter, we consider the impacts of #tariffs and offer investors a framework for navigating this profound and ongoing uncertainty. ow.ly/PfZv50VtcjM

"Trade has been an amazing enabler of human and economic progress…Pretending that the benefits of restricting trade can come without meaningful costs is a fantasy that will likely wind up costing America (and the world) dearly." gmo.com/americas/resea…

“U.S. exceptionalism often has us assuming that an American-made trade war would be worse for the world…It begs reminding that U.S. trade is of much larger relevance for the U.S. economy than it is for the economy of most other countries in the world.” ow.ly/KmEF50VxvTs

With the global trade war in full swing, this chart from GMO Asset Allocation shows which industries face the greatest risk of bankruptcies. Read our analysis in Part 2 of GMO’s Quarterly Letter: ow.ly/esIF50Vz7Sz

“We’re still in early innings." James Donaldson, Portfolio Manager for GMO’s Systematic Investment Grade Credit Strategy, recently told Bloomberg. Read more from Bloomberg about factor investing within the corporate bond market: ow.ly/eKzA50VGjQ0

In GMO’s latest Quarterly Valuation Update, the Emerging Country Debt team offers their 1Q25 assessment along with some top-down scenario analysis for Trump’s tariffs. Read the update here: ow.ly/CpFw50VHsXL