Lilly Boosts Sales View to $85 Billion on Obesity-Drug Surge

Published on May 1, 2026

Eli Lilly & Co. surprised Wall Street by raising its annual sales and profit forecast, as demand for obesity medications soared and thousands of patients started taking its new weight-loss pill before advertising for the drug had even begun.

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How A “Big Bet” Remains Poised for Future Outperformance

May 1, 2026
International deep value stocks are a high-conviction, active position across all GMO Asset Allocation portfolios. We define the deep value group of securities as the cheapest 20% of the market, a broad opportunity set that allows us to construct portfolios that are cheaper than traditional value indexes but still high in quality.

Fed’s Holding Pattern Continues Amid Competing Risks

May 1, 2026
Markets and observers weren’t surprised when the Federal Reserve held its policy rate steady at the April meeting. More notable, in our view, were the three dissents by voting participants who did not support keeping the implicit easing bias in the policy statement’s forward guidance language.