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THE “ONLY THINGS WORTH OWNING IN THE U.S. EQUITY SPACE”

GMO’s Ben Inker recently sat down for an interview with Morningstar to discuss the outlook for US market.  The Jeremy Grantham employee says high-quality stocks are the only US-equity assets currently priced to deliver good real returns:

“We think that high-quality stocks are the only things worth owning in the U.S. equity space. They are probably not cheap in absolute terms anymore, but they are priced to deliver a decent real return, and the rest of U.S. equities doesn’t look priced to deliver much of a return.”

 

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