John Thorndike

John Thorndike, Co-Head of Asset Allocation at GMO, shares insights on the shifting landscape of investment strategies. He predicts that international value stocks will outshine US growth stocks over the coming years, attributing this to current market dynamics resembling the 2000 tech bubble. Thorndike highlights attractive opportunities in European banks, Japanese industrials, and global pharma, while also cautioning about AI hype and its potential repercussions. He emphasizes the importance of strategic, diversified portfolio positioning amidst an uncertain economic outlook.