I have seen some posts by people wondering where to put money to work for the next run. Latest investment overweight recommendations from the GMO head honcho in Barron's interview.
Overweight:
International Small Value
High Quality US Large
Emerging Markets
Short:
Commodities for now - GMO is short copper and he is personally short oil
Said don't be in a hurry, especially the emerging markets bet, and admitted that he doesn't understand the complexity of our current situation which he took as a sign that we are not out of the woods.
Overweight:
International Small Value
High Quality US Large
Emerging Markets
Short:
Commodities for now - GMO is short copper and he is personally short oil
Said don't be in a hurry, especially the emerging markets bet, and admitted that he doesn't understand the complexity of our current situation which he took as a sign that we are not out of the woods.