Grantham’s GMO proclaims the age of alpha returns is here again

granthams gmo proclaims the age of alpha returns is here again

Sumary of Grantham’s GMO proclaims the age of alpha returns is here again:

  • MUMBAI: In a world where the popularity of passive investing is forcing asset management companies and financial planners to increasingly shift attention to passive products like exchange traded funds (ETFs) or a balanced portfolio approach, Jeremy Grantham’s GMO is proclaiming the start of a new era for alpha generation.
  • In a recent note, GMO argued that it is time for asset managers to pull the “alpha lever” in their portfolio after years of dominance for beta returns (or market returns).
  • According to a study by GMO’s Systematic Global Macro team, the return potential from macro equity alpha is the highest that the team has seen in over 19 years of existence.
  • In 2020, where the global economy saw a synchronous plunge due to the onset of the pandemic, 2021 has been different.
  • In a world of negative real yields, GMO forecasts that the return to global bonds will be negative over 7-10 years.

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