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GMO 7-Year Asset Class Forecast: 1Q 2026
Published on April 22, 2026
GMO has posted a new 7-Year asset class forecast for 1Q 2026.
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Newsletter March 2026
April 22, 2026
As always, I hope you’re having a good 2026 and that all is well with you, my readers, and your family and friends. Here’s my latest.
Reduced Energy Intensity Reduces Risk
April 22, 2026
Every employee has heard calls to be more efficient: “Work smarter, not harder.” “Do more with less.” “Don't reinvent the wheel.” These platitudes are not only applicable at the micro level: the modern economy has continually become more efficient. Our use of energy tells the story clearly, and serves as a source of resilience during today’s supply disruptions.