'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

Blue Whale leans into defence and adds Safran to top ten holdings

Blue Whale leans into defence and adds Safran to top ten holdings

Latest portfolio shake-up

Linus Uhlig
clock 05 September 2025 • 1 min read
Investors pull £1.31bn from equity funds despite record-high stock markets

Investors pull £1.31bn from equity funds despite record-high stock markets

Third consecutive month of outflows

Michael Nelson
clock 04 September 2025 • 2 min read
Investors lose steam with Europe and turn back to the US at the end of summer

Investors lose steam with Europe and turn back to the US at the end of summer

EFPR Global Navigator

Cristian Angeloni
clock 02 September 2025 • 2 min read
Trustpilot