Jeremy Grantham, the co-founder and long-term investment strategist of Boston-based GMO, has a well-earned reputation as a savvy value investor. It wasn’t always thus. Fairly early in his lengthy ...

GMO’s Q3 2025 13F portfolio rose to $35.46B, with Microsoft, Alphabet, Meta, Apple, and Lam Research as top holdings. Significant stake increases were made in TMO, UNH, and CRM, highlighting a focus ...

Jeremy Grantham was born toward the tail end of the Great Depression, but has surfed plenty of subsequent booms and busts in his storied investment career. He recounts the experience, with wit and ...

For more than four decades, Jeremy Grantham has been one of the most contrarian voices in global investing. The co-founder of Boston-based asset manager GMO, he built his reputation warning about ...

If you are looking for signs that stocks in general, and artificial-intelligence names in particular, are trading at “bubblelike” levels that could eventually pop in a destructive crash, the last ...

Welcome to the award-winning Money Distilled newsletter. I’m John Stepek. Every week day I look at the biggest stories in markets and economics, and explain what it all means for your money. There’s ...

OpenAI, Anthropic, and SpaceX IPOs may put pressure on the stock market in 2026, GMO says. The firm predicts that increased IPO activity could pull money away from the rest of the market. The firm has ...