Here's Where This Fund Manager Says You Should Look for Stock-Market Bargains
1. GMO emphasizes avoiding high valuations in current markets. 2. GMOD focuses on reallocating assets towards undervalued stocks globally. 3. U.S. large-cap stocks projected to deliver negative returns. 4. Fund allocation is 60% stocks and 40% bonds, emphasizing value and quality. 5. Japan offers attractive investment opportunities due to improving returns on capital.