GMO 7-Year Asset Class Forecast: April 2026

Published on May 21, 2026

GMO has posted a new 7-Year asset class forecast as of April 30, 2026.

Continue reading on website
Other news

AI Won’t Replace OCIO, It Will Separate Leaders From the Rest

May 21, 2026
Institutional investors have spent years hearing about the promise of artificial intelligence. That phase is giving way to a more practical question: not whether AI can create more scale, but whether that scale can be governed, validated, and translated into better fiduciary decisions. For OCIO providers, AI without discipline is not an advantage.

Software in the “Age of Intelligence”

May 21, 2026
Enterprise software is undergoing its most significant reset in a generation. Artificial intelligence (AI) is reallocating value within software—creating clear winners and exposing vulnerabilities in business models that have worked well for the past two decades. We believe investors who treat software as a uniform asset class will make costly mistakes.