'Everything looks expensive or horribly expensive': GMO reduces seven-year forecasts across all asset classes in Q4

EM value most bullish position

Tom Eckett
clock • 2 min read

Grantham Mayo Van Otterloo & Co (GMO), the global asset manager with $77bn AUM, has reduced its seven-year forecasts across asset classes following rising prices globally, with US large caps set to be the worst performers over the period while it backs emerging market value to come out on top.

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Funds

Rathbones launches active global emerging markets equity fund

Rathbones launches active global emerging markets equity fund

Run by Tim Love and Joaquim Nogueira

Cristian Angeloni
clock 27 March 2026 • 2 min read
RBC BlueBay unveils its first Japanese fixed income fund

RBC BlueBay unveils its first Japanese fixed income fund

To capitalise on ‘inflection point’

Michael Nelson
clock 24 March 2026 • 1 min read
Enter Fund Manager Awards industry categories: PR/Marketing/Technology Partner of the Year

Enter Fund Manager Awards industry categories: PR/Marketing/Technology Partner of the Year

Closing date for entries is 23 April

Katrina Lloyd
clock 19 March 2026 • 3 min read
Trustpilot