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It's Always Darkest Before the Dawn
by Ben Inker, Catherine LeGraw, John Pease, John Thorndike of GMO, 4/9/20

In a new white paper from GMO’s Asset Allocation team -- "It's Always Darkest Before the Dawn" -- Ben Inker, Catherine LeGraw, John Pease and John Thorndike examine the three phases of bear markets against the backdrop of the current market environment.

7-Year Asset Class Forecasts Increase After Steep Market Declines
by Catherine LeGraw of GMO, 1/16/19

Steep declines across most asset classes in the second half of 2018 resulted in significant increases in forward-looking returns.

The Case for Not Currency Hedging Foreign Equity Investments: A U.S. Investor’s Perspective
by Catherine LeGraw of GMO, 4/14/15
In a new white paper, Catherine LeGraw of GMO's asset allocation team explains GMO's approach to currency hedging, a topic which has gained relevance as the U.S. dollar has strengthened.

De-risking Goes Beyond Interest Rate Risk: The Case for Dynamic Asset Allocation in an LDI Solution
by Catherine LeGraw of GMO, 3/19/15
In this piece, we introduce a measure of valuation risk, and demonstrate how rotating growth assets into a valuation-aware dynamic strategy can help to reduce risk, improve long-term returns, and help improve funded status in the case of a reversion to the mean.
4 results found.