james montier. CFA Institute James Montier "Never underestimate the value of doing nothing." GMO Capital's James Montier is channeling Winnie the Pooh on how to be be careful given the current ...

Montier is a member of the asset-allocation team at Grantham, Mayo, Van Otterloo & Co. Before joining GMO in 2009, he was co-head of global strategy at Societe Generale.

James Montier discusses why GMO companies enjoy massive profit margins, shedding light on market dynamics. Business Insider Subscribe Newsletters ...

But as James Montier finished explaining why money shouldn’t be equated with happiness, the equity and bond traders rose to their feet in applause. “I don’t think they heard much beyond rule ...

Montier believed the second scenario describes most financial markets today, with private debt levels ballooning all over the world. But it's at particular risk of happening in the US, he warned ...

On this episode of the Odd Lots podcast, Montier explains what he got wrong back in 2012, why corporate profits have remained so stubbornly high, and what this could mean for stock valuations now.

Investors should buy emerging-market equities and shun U.S. stocks because valuations are too expensive, said James Montier, a strategist at Grantham Mayo Van Otterloo & Co.