The Meb Faber Show - Better Investing
GMO's Catherine LeGraw - Capitalizing on Global Asset Allocation in 2024 | #531
Apr 26, 2024
Catherine LeGraw from GMO's Asset Allocation Team discusses the current asset allocation opportunity, deep value and quality investments, foreign stock opportunities, the Magnificent 7 strategy, currency implications, the state of bonds, and other interesting assets. She also shares her most controversial opinion and memorable investment.
46:20
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Investors can capitalize on undervalued global assets for superior returns and diversification.
- Deep value and quality investments offer top decile cheap valuations for long-term growth opportunities.
Deep dives
Deep Value and Relative Asset Allocation Opportunity
GMO's Catherine LeGraw discusses a unique investment opportunity focusing on deep value and relative asset allocation in various asset classes like equities, bonds, and currencies. By identifying attractively priced assets globally and preferring non-US stocks, value stocks, and cheaper currencies, investors can outperform traditional portfolios by a significant margin. This strategy emphasizes selecting undervalued assets within the market, offering enhanced returns and diversification.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
