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GMO News & Analysis

Is this the start of a generational bear market in bonds?
Markets
Is this the start of a generational bear market in bonds?
Bonds are potentially heading for a third straight year of losses, something that hasn't happened over the past 100 years. Is this the beginning of a...
James Gruber | 28 September 2023
Fund spy: efficiency and diversification of SMAs
Funds
Fund spy: efficiency and diversification of SMAs
Separately managed accounts offer some of the same benefits as managed funds, but without the pooled structure, providing greater visibility and...
Glenn Freeman | 21 February 2020
Fund Spy: Australian ethical funds bridging the gap
Funds
Fund Spy: Australian ethical funds bridging the gap
The performance gap between these Australian ESG funds and their plain vanilla equivalent is narrowing, but gains are in lock-step with rising oil...
Glenn Freeman | 14 February 2020
Fund Spy: Question marks hang over Australian ethical funds
Funds
Fund Spy: Question marks hang over Australian ethical funds
The performance of some Australian stock funds with tilts toward environmental, social and governance objectives lags their non-ESG equivalents. 
Glenn Freeman | 13 November 2019
Why US share market crash is not inevitable
Video
Why US share market crash is not inevitable
The lack of euphoria in the market today may mean the US stock market avoids a severe decline, according to one of the world's most influential...
Jeffrey Ptak | 20 June 2018