“They've got about 57% of their portfolio that are invested in equities and stocks, about 8% in bonds”
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Said on The SME Stream
“We overweight emerging markets... we hold a little bit less because we do not believe that those profits are fully sustainable”
Ben Inker, GMO · Monetary Matters with Jack Farley · The AI Bubble Will Pop from Equity Supply Says This $80 Billion Asset Manager | Ben Inker | GMO
Play from 49:48
49:48
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What was described
overweight emerging markets in the equity portfolio, including Korea and Taiwan, while holding less of those stocks due to concerns about profit sustainability
Said nearby on the same subject
“Holding income is extremely important when acquiring any development site. If an existing tenant is covering a meaningful portion of your interest and holding costs while you work through planning, you’re under far less pressure to develop the site immediately”
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Said on The Deal with Adam Di Marco
“One commonly cited statistic holds that as much as 50 percent of North Korea's foreign currency income comes from cyber and crypto crimes.”
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Said on Closing Bell
“They put 15 million pounds into equity markets because they knew that even if bottom hadn't reached, stocks were still cheap.”
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Said on The Rational Reminder Podcast
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