With the S&P 500 down more than 15%, the Nasdaq down over 25%, and the Russell 1000 Value down 9.37%, most investors would deem the 2022 equity market pure chaos.…
Tag: Ben Inker
10 Lessons From Our 5 Most Popular Podcasts of 2021 - Rob Arnott, Michael Mauboussin, Ben Inker, Cullen Roche, Tobias Carlisle
Our goal when we started the Excess Returns podcast was to hopefully use the platform to help educate investors, and to learn ourselves in the process. Initially, we didn’t have…
Five Lessons Our Podcast Guests Would Teach Your Average Investor
By Jack Forehand, CFA, CFP® (@practicalquant) — One of the things many podcasts have in common is a standard closing question that they ask all their guests. For most of the history of…
Dispelling Myths in the Value vs. Growth Debate with GMO's Ben Inker
After years of struggle, it seemed like the big rebound value investors had been waiting for was upon us in the wake of the 2020 bear market. But recent months…
GMO’s Ben Inker on Where He Spots Value
Although GMO’s founder Jeremy Grantham began the year by saying U.S. equities were in a bubble, the firm does see a few pockets of value, says its head of asset…
What GMO’s Ben Inker Says to Buy Instead of Stocks
Ben Inker, GMO’s head of asset allocation for over two decades, says that the recent stock market rally has priced in an “an optimistic resolution to the coronavirus crisis, while…
GMO Excerpts: The Comeback Trail of Value Investing
A recent article in FT Alphaville offers insights from GMO’s Head of Asset Allocation Ben Inker regarding the potential for a value reversal, as outlined in the firm’s third quarter…
GMO: Investor Strategies are Solving the "Wrong Problem"
A recent GMO client letter urges investors to “stop obsessing over their portfolios and pay more attention to factors beyond their holdings that are more difficult to measure” or risk…
GMO: Don't Bail on Hedge Funds
The fall in rates since the financial crisis has benefited stocks and other long-duration assets while hurting short-duration assets such as hedge funds, says GMO’s Ben Inker. “The characteristics that…
A Bearish View from GMO's Grantham
Ben Inker and Jeremy Grantham of Grantham, Mayo, Van Otterloo & Co. issued a quarterly letter suggesting the bull market cannot last much longer. Inker writes that the U.S. has…