www.linkedin.com
Open in
urlscan Pro
2620:1ec:21::14
Public Scan
Submitted URL: https://email.gmo.com/go/11/527CF5IG-51AJYE5S-3HC38ERX-EXQBJ7.html
Effective URL: https://www.linkedin.com/company/gmo/?mobile=1
Submission: On September 04 via api from CH — Scanned from DE
Effective URL: https://www.linkedin.com/company/gmo/?mobile=1
Submission: On September 04 via api from CH — Scanned from DE
Form analysis 4 forms found in the DOM
POST https://www.linkedin.com/uas/login-submit
<form class="google-one-tap" action="https://www.linkedin.com/uas/login-submit" method="post">
<input name="loginCsrfParam" value="f8d06bad-0827-4621-8f13-c0555bf2424f" type="hidden">
<input name="session_redirect" value="https://www.linkedin.com/company/gmo" type="hidden">
<input name="trk" value="organization_guest_google-one-tap-submit" type="hidden">
<div id="google-one-tap__container" class="google-one-tap__container" data-tracking-control-name="organization_guest_google-one-tap"></div>
<div class="loader loader--full-screen">
<div class="loader__container mb-2 overflow-hidden">
<icon class="loader__icon inline-block loader__icon--default text-color-progress-loading lazy-loaded" data-svg-class-name="loader__icon-svg--large fill-currentColor h-[60px] min-h-[60px] w-[60px] min-w-[60px]" aria-hidden="true"><svg
xmlns="http://www.w3.org/2000/svg" viewBox="0 0 60 60" width="60" height="60" focusable="false" class="loader__icon-svg--large fill-currentColor h-[60px] min-h-[60px] w-[60px] min-w-[60px] lazy-loaded">
<g>
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</svg></icon>
</div>
</div>
<input type="hidden" name="controlId" value="d_org_guest_company_overview-organization_guest_google-one-tap"><input type="hidden" name="pageInstance" value="urn:li:page:d_org_guest_company_overview_jsbeacon;0BZEV4lYTtels1klQCttlw==">
</form>/pub/dir
<form class="base-search-bar__form w-full flex babybear:mx-mobile-container-padding babybear:flex-col" role="search" action="/pub/dir" data-tracking-control-name="organization_guest_people-search-bar_base-search-bar-form">
<section class="dismissable-input text-input !pr-3 bg-color-transparent flex items-center h-[40px] min-w-0 relative babybear:w-full babybear:mb-1 search-input">
<input aria-label="Vorname" name="firstName" class="dismissable-input__input font-sans text-md text-color-text bg-color-transparent flex items-center flex-1 focus:outline-none" placeholder="Vorname" autocomplete="on"
data-tracking-control-name="organization_guest_people-search-bar_first-name_dismissable-input" maxlength="500" type="search">
<button class="dismissable-input__button text-color-text h-[40px] min-w-[24px] w-[24px] -mr-2 opacity-0 transition-opacity duration-[0.1s] disabled:invisible focus:opacity-100"
data-tracking-control-name="organization_guest_people-search-bar_first-name_dismissable-input-clear" type="button" disabled="">
<label class="sr-only">Verwerfen</label>
<icon class="dismissable-input__button-icon lazy-loaded" aria-hidden="true"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16" width="16" height="16" focusable="false" class="lazy-loaded">
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<path d="M0 0h16v16H0z"></path>
</g>
</svg></icon>
</button>
</section>
<section class="dismissable-input text-input !pr-3 bg-color-transparent flex items-center h-[40px] min-w-0 relative babybear:w-full babybear:mb-1 search-input">
<input aria-label="Nachname" name="lastName" class="dismissable-input__input font-sans text-md text-color-text bg-color-transparent flex items-center flex-1 focus:outline-none" placeholder="Nachname" autocomplete="on"
data-tracking-control-name="organization_guest_people-search-bar_last-name_dismissable-input" maxlength="500" type="search">
<button class="dismissable-input__button text-color-text h-[40px] min-w-[24px] w-[24px] -mr-2 opacity-0 transition-opacity duration-[0.1s] disabled:invisible focus:opacity-100"
data-tracking-control-name="organization_guest_people-search-bar_last-name_dismissable-input-clear" type="button" disabled="">
<label class="sr-only">Verwerfen</label>
<icon class="dismissable-input__button-icon lazy-loaded" aria-hidden="true"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16" width="16" height="16" focusable="false" class="lazy-loaded">
<g fill="none" fill-rule="evenodd">
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<path d="M0 0h16v16H0z"></path>
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</svg></icon>
</button>
</section>
<input name="trk" value="organization_guest_people-search-bar_search-submit" type="hidden">
<button class="base-search-bar__submit-btn block basis-[40px] flex-shrink-0 cursor-pointer babybear:invisible babybear:ml-[-9999px] babybear:w-[1px] babybear:h-[1px]" aria-label="Suche"
data-tracking-control-name="organization_guest_people-search-bar_base-search-bar-search-submit" type="submit">
<icon class="base-search-bar__search-icon onload mx-auto lazy-loaded" aria-hidden="true"><svg xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" viewBox="0 0 24 24" width="24px" height="24px" version="1.1"
focusable="false" class="lazy-loaded">
<path d="M21,19.67l-5.44-5.44a7,7,0,1,0-1.33,1.33L19.67,21ZM10,15.13A5.13,5.13,0,1,1,15.13,10,5.13,5.13,0,0,1,10,15.13Z" class="large-icon" style="fill: currentColor; color: #7a8b98;"></path>
</svg></icon>
</button>
</form>/jobs/search
<form class="base-search-bar__form w-full flex babybear:mx-mobile-container-padding babybear:flex-col" role="search" action="/jobs/search" data-tracking-control-name="organization_guest_jobs-search-bar_base-search-bar-form">
<section class="dismissable-input text-input !pr-3 bg-color-transparent flex items-center h-[40px] min-w-0 relative babybear:w-full babybear:mb-1 typeahead-input keywords-typeahead-input text-input">
<input aria-autocomplete="list" aria-controls="job-search-bar-keywords-typeahead-list" aria-haspopup="listbox" aria-label="Suche (Stellen oder Unternehmen)" name="keywords"
class="dismissable-input__input font-sans text-md text-color-text bg-color-transparent flex items-center flex-1 focus:outline-none" value="GMO" placeholder="Suche (Stellen oder Unternehmen)" autocomplete="off"
data-tracking-control-name="organization_guest_dismissable-input" maxlength="500" role="combobox" type="search" aria-expanded="false">
<!---->
<div class="typeahead-input__dropdown container-lined absolute top-[calc(100%+3px)] left-0 w-full rounded-b-md rounded-t-none z-[10] overflow-hidden max-w-none babybear:min-w-full">
<template class="typeahead-item-template">
<li class="typeahead-input__dropdown-item py-1.5 px-2 hover:cursor-pointer hover:bg-color-surface-tint" role="option">
<span class="typeahead-input__dropdown-text font-sans text-sm font-bold text-color-text"></span>
</li>
</template>
<ul class="typeahead-input__dropdown-list w-full" id="job-search-bar-keywords-typeahead-list" role="listbox"></ul>
</div>
<!---->
<button class="dismissable-input__button text-color-text h-[40px] min-w-[24px] w-[24px] -mr-2 opacity-0 transition-opacity duration-[0.1s] disabled:invisible focus:opacity-100 dismissable-input__button--show"
data-tracking-control-name="organization_guest_dismissable-input-clear" type="button">
<label class="sr-only">Verwerfen</label>
<icon class="dismissable-input__button-icon lazy-loaded" aria-hidden="true"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16" width="16" height="16" focusable="false" class="lazy-loaded">
<g fill="none" fill-rule="evenodd">
<path fill="currentColor" d="M7.90356 9.19393l-3.3763 3.3763-1.29037-1.29037 3.3763-3.3763-3.3763-3.3763 1.29037-1.29037 3.3763 3.3763 3.3763-3.3763 1.29037 1.29037-3.3763 3.3763 3.3763 3.3763-1.29037 1.29037z"></path>
<path d="M0 0h16v16H0z"></path>
</g>
</svg></icon>
</button>
</section>
<!---->
<section class="dismissable-input text-input !pr-3 bg-color-transparent flex items-center h-[40px] min-w-0 relative babybear:w-full babybear:mb-1 typeahead-input location-typeahead-input">
<input aria-autocomplete="list" aria-controls="job-search-bar-location-typeahead-list" aria-haspopup="listbox" aria-label="Standort" name="location"
class="dismissable-input__input font-sans text-md text-color-text bg-color-transparent flex items-center flex-1 focus:outline-none" value="Weltweit" placeholder="Standort" autocomplete="off"
data-tracking-control-name="organization_guest_dismissable-input" maxlength="500" role="combobox" type="search" aria-expanded="false">
<!---->
<div class="typeahead-input__dropdown container-lined absolute top-[calc(100%+3px)] left-0 w-full rounded-b-md rounded-t-none z-[10] overflow-hidden max-w-none babybear:min-w-full">
<template class="typeahead-item-template">
<li class="typeahead-input__dropdown-item py-1.5 px-2 hover:cursor-pointer hover:bg-color-surface-tint" role="option">
<span class="typeahead-input__dropdown-text font-sans text-sm font-bold text-color-text"></span>
</li>
</template>
<ul class="typeahead-input__dropdown-list w-full" id="job-search-bar-location-typeahead-list" role="listbox"></ul>
</div>
<!---->
<button class="dismissable-input__button text-color-text h-[40px] min-w-[24px] w-[24px] -mr-2 opacity-0 transition-opacity duration-[0.1s] disabled:invisible focus:opacity-100 dismissable-input__button--show"
data-tracking-control-name="organization_guest_dismissable-input-clear" type="button">
<label class="sr-only">Verwerfen</label>
<icon class="dismissable-input__button-icon lazy-loaded" aria-hidden="true"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16" width="16" height="16" focusable="false" class="lazy-loaded">
<g fill="none" fill-rule="evenodd">
<path fill="currentColor" d="M7.90356 9.19393l-3.3763 3.3763-1.29037-1.29037 3.3763-3.3763-3.3763-3.3763 1.29037-1.29037 3.3763 3.3763 3.3763-3.3763 1.29037 1.29037-3.3763 3.3763 3.3763 3.3763-1.29037 1.29037z"></path>
<path d="M0 0h16v16H0z"></path>
</g>
</svg></icon>
</button>
</section>
<input name="geoId" value="92000000" type="hidden">
<input name="trk" value="organization_guest_jobs-search-bar_search-submit" type="hidden">
<button class="base-search-bar__submit-btn block basis-[40px] flex-shrink-0 cursor-pointer babybear:invisible babybear:ml-[-9999px] babybear:w-[1px] babybear:h-[1px]" aria-label="Suche"
data-tracking-control-name="organization_guest_jobs-search-bar_base-search-bar-search-submit" type="submit">
<icon class="base-search-bar__search-icon onload mx-auto lazy-loaded" aria-hidden="true"><svg xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" viewBox="0 0 24 24" width="24px" height="24px" version="1.1"
focusable="false" class="lazy-loaded">
<path d="M21,19.67l-5.44-5.44a7,7,0,1,0-1.33,1.33L19.67,21ZM10,15.13A5.13,5.13,0,1,1,15.13,10,5.13,5.13,0,0,1,10,15.13Z" class="large-icon" style="fill: currentColor; color: #7a8b98;"></path>
</svg></icon>
</button>
</form>/learning/search
<form class="base-search-bar__form w-full flex babybear:mx-mobile-container-padding babybear:flex-col" role="search" action="/learning/search" data-tracking-control-name="organization_guest_learning-search-bar_base-search-bar-form">
<section class="dismissable-input text-input !pr-3 bg-color-transparent flex items-center h-[40px] min-w-0 relative babybear:w-full babybear:mb-1 search-input">
<input aria-label="Suche (Kenntnisse, Themen, Software)" name="keywords" class="dismissable-input__input font-sans text-md text-color-text bg-color-transparent flex items-center flex-1 focus:outline-none" value="GMO"
placeholder="Suche (Kenntnisse, Themen, Software)" autocomplete="on" data-tracking-control-name="organization_guest_learning-search-bar_keywords_dismissable-input" maxlength="500" type="search">
<button class="dismissable-input__button text-color-text h-[40px] min-w-[24px] w-[24px] -mr-2 opacity-0 transition-opacity duration-[0.1s] disabled:invisible focus:opacity-100 dismissable-input__button--show"
data-tracking-control-name="organization_guest_learning-search-bar_keywords_dismissable-input-clear" type="button">
<label class="sr-only">Verwerfen</label>
<icon class="dismissable-input__button-icon lazy-loaded" aria-hidden="true"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16" width="16" height="16" focusable="false" class="lazy-loaded">
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<path d="M0 0h16v16H0z"></path>
</g>
</svg></icon>
</button>
</section>
<input class="nav__search-uoo" name="upsellOrderOrigin" type="hidden">
<input name="trk" value="organization_guest_learning-search-bar_search-submit" type="hidden">
<button class="base-search-bar__submit-btn block basis-[40px] flex-shrink-0 cursor-pointer babybear:invisible babybear:ml-[-9999px] babybear:w-[1px] babybear:h-[1px]" aria-label="Suche"
data-tracking-control-name="organization_guest_learning-search-bar_base-search-bar-search-submit" type="submit">
<icon class="base-search-bar__search-icon onload mx-auto lazy-loaded" aria-hidden="true"><svg xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" viewBox="0 0 24 24" width="24px" height="24px" version="1.1"
focusable="false" class="lazy-loaded">
<path d="M21,19.67l-5.44-5.44a7,7,0,1,0-1.33,1.33L19.67,21ZM10,15.13A5.13,5.13,0,1,1,15.13,10,5.13,5.13,0,0,1,10,15.13Z" class="large-icon" style="fill: currentColor; color: #7a8b98;"></path>
</svg></icon>
</button>
</form>Text Content
LINKEDIN NIMMT DEN SCHUTZ IHRER PRIVATSPHÄRE SEHR ERNST
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Cookies ein, um die LinkedIn Dienste bereitzustellen, zu schützen, zu
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LinkedIn
GMO in Weltweit
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GMO
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ÜBER UNS
For more than 40 years, GMO has partnered with a broad range of sophisticated
institutions, financial intermediaries, and families to provide the investment
expertise they need to meet their goals and fulfill their missions. Investing on
behalf of our clients is GMO’s sole focus. Across asset classes and around the
world, our investment teams identify and exploit long-term opportunities and
develop solutions that both anticipate and respond to client needs. GMO is
comprised of a collection of investment teams with focused specialties. All are
grounded in a long-term, valuation-based investment philosophy – an approach we
believe provides the best risk-adjusted returns. GMO partners with an impressive
roster of sophisticated clients worldwide, delivering innovative investment
solutions and tailored client service. Our clients benefit from our diverse
expertise, intellectual curiosity, and open culture of debate, as well as from
our ability and willingness to take advantage of contrarian market
opportunities. For important disclosure information please visit:
https://www.gmo.com/americas/terms-and-conditions/
Website http://www.gmo.com
Branchen Vermögensverwaltung
Größe 201-500 Beschäftigte
Hauptsitz Boston, MA
Art Privatunternehmen
Gegründet 1977
ORTE
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Wegbeschreibung
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Weitere Orte anzeigen Weniger Orte zeigen
MITARBEITER VON GMO
* GREG READ
TECHNICAL LEAD AT GMO LLC
* MELISSA RIZZOTTO-GALLAGHER
HRBP GRANTHAM, MAYO AND VAN OTTERLOO
* SEAN MURPHY
* JEAN-PIERRE MITTAZ
SEMI-RETIRED COO/CFO/SENIOR ADVISOR IN INVESTMENT MANAGEMENT. BOARD MEMBER.
CFA CHARTERHOLDER.
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The first half of 2022 took investors on a wild ride as equities swooned and
bonds got off to their worst year on record. Inflation, rising rates, hawkish
central banks, and the possibility of recession led to an environment in
which valuations once again mattered. In this webcast, we discuss these
issues with GMO portfolio managers and their impact across multi-asset,
bonds, and stocks. https://bit.ly/3APicFd
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8
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All superbubbles have clear features in common. One of those features is the
bear market rally after the initial derating stage of the decline but before
the economy begins to clearly deteriorate – and this summer’s bear market
rally perfectly fits the pattern of the three superbubble precedents. Read
Jeremy Grantham’s latest view on the current superbubble.
https://bit.ly/3AZ4yzk
*
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“It’s generally times like this — when there’s so much doom and gloom in the
market — that are the best buying opportunities,” GMO’s Carl Ross recently
told Institutional Investor. There are always risks in the market, but we
believe there are many emerging markets that have room to grow, giving
investors an opportunity at a time of attractive spreads and prices.
http://ow.ly/zAYy50Kt3yM
GMO: IT’S TIMES LIKE THIS THAT OFFER THE BEST OPPORTUNITIES IN EMERGING
MARKET…
INSTITUTIONALINVESTOR.COM
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With the recent increases in interest rates, the carry trade has had a sudden
resurgence in performance, which could make it a tempting strategy for
investors. However, we want to caution investors that the carry trade still
has imbedded risks right now because valuation is against it. Our Systematic
Global Macro team dives into this topic in their latest insights, follow the
link to read more. https://bit.ly/3wwqTSb
*
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This year’s sharp decline in stock prices and rise in interest rates (and
credit spreads) improved the outlook for stock and bonds. Despite valuation
compression across all countries, U.S. equities remain expensive relative to
their history and other countries. We still prefer non-U.S. equities to U.S.
and find Value especially attractive outside the U.S. in places like Japan
and Emerging ex-China. Even though Value has meaningfully outperformed Growth
this year, Value stocks still trade at abnormally wide discounts across
regions and sectors. See GMO's latest 7-Year Asset Class Forecast here:
https://bit.ly/3CtIJJE
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Emerging countries face undeniably challenging global conditions, but we
don’t accept the latest doom and gloom scenario. We believe these countries
are far more resilient than many people think. Read the latest from GMO's
Emerging Debt team. https://bit.ly/3K63LQb
*
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“All we can do as investors is our best and, if we play our cards right, hope
to be part of the solution, rather than part of the problem.” Eamon Aghdasi,
Research Analyst on GMO’s Emerging Debt team, was recently featured in Bond
Radar Ltd's Global ESG Review. Read the report to learn more from Eamon on
sovereign transparency, combatting greenwashing, and making an impact in ESG
investing. http://ow.ly/4ZVT50KnhCN #ESGinvesting
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Jeremy Grantham recently joined Trey Lockerbie on The Investor's Podcast
Network for an in-depth conversation a year later from when they first spoke.
Listen here to learn more about how Jeremy’s predictions from last year have
materialized today. Topics include higher rates, how today’s market is
resembling the stagflation of 1970s and 80s, and the risks in markets outside
of the U.S. http://ow.ly/IFAx50KbSPr
TIP466: THE BEAR HAS ARRIVED W/ JEREMY GRANTHAM
HTTPS://WWW.THEINVESTORSPODCAST.COM
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Second quarter 2022 returns within the emerging debt universe reflected the
continued deterioration of global economic and market conditions. However,
the silver lining is that our valuation metrics for the asset class are now
even more compelling. Read the latest quarterly update from GMO’s Emerging
Country Debt team. https://bit.ly/3OT9x8k
*
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