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GMO quarterly letter

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Cullen Roche Posted by (Questions: 10, Responses: 1797)
Posted on 07/28/2015 8:26 PM
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See also: Grantham to Investors: Brace Yourselves. This video of his keynote address at the Morningstar investment conference covers many of the themes in the letter: https://www.morningstar.com/cover/videocenter.aspx?id=705311 No firm tests my ability to control my emotions when making allocation decisions like GMO. They are very persuasive? It would be great to see your thoughts on their dynamic allocations approach and forecasts, Cullen.
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Posted by stream25 (Questions: 0, Responses: 103)
Answered on 07/29/2015 9:49 PM
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Actually, “They are very persuasive?” was meant to be a statement, not a question. To be more specific, what are your thoughts on GMOs dynamic allocation approach and forecasts? Do you think they have a role to play for making allocation decisions involving the savings portfolio?
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Posted by stream25 (Questions: 0, Responses: 103)
Answered on 07/29/2015 10:00 PM