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Beyond the Landing
by Ben Inker, John Pease of GMO, 9/29/23

In our latest Quarterly Letter, Ben Inker and John Pease discuss the new economic regime, how investors can prepare for a recession, and the merits of combining high quality and cheap assets in today’s environment.

Value: If Not Now, When?
by Ben Inker, John Pease of GMO, 12/8/20

GMO’s new quarterly letter to clients examines the worst 12-month performance for value stocks in history and explores how investors can profit from a period reminiscent of previous bubbles in global markets.
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