Growing U.S. Debt – Trouble Ahead?

Published on May 21, 2025

Last week I talked about the upward sloping Treasury yield curve, a welcome change from the inverted yield curve that lingered for years. The upward sloping curve means that investors are rewarded more for taking on duration.

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GMO 7-Year Asset Class Forecast: April 2025

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GMO has posted a new 7-Year asset class forecast as of April 30, 2025.

Why Does Volatility Often Lead to Strong Emerging Equity Returns?

May 21, 2025
Emerging-market (EM) stocks might not seem an obvious choice for anxious investors during a trade war. But history suggests that past volatility peaks have created favorable moments to invest in EM stocks.