Skip to content
Toggle main navigation
Welcome
Circle Captains
Membership
Community Guidelines
Job Postings
More
Open dropdown to see remaining menu items
Log in
Apply for Membership
GMO 7-Year Asset Class Forecast: 3Q 2026
Published on October 22, 2026
GMO has posted a new 7-Year asset class forecast for 3Q 2026.
Continue reading on website
Other news
A Rising Index Masks an Unusually Divided Market
October 22, 2026
US stocks have continued to climb, but the gains have been far from uniform. In most sectors, a majority of companies have trailed the index. For investors, we believe the divide between a resilient index and uneven stock-level outcomes makes selectivity and fundamental research more important.
The Return of Income: Bonds Reclaim Their Role
October 22, 2026
After years when yield was scarce and investors were pushed further out on the risk spectrum, income is investable again. High-quality bonds can once more provide meaningful cash flow, portfolio stability and a credible path to total return without requiring an aggressive call on interest rates or credit.