Ben Inker

Ben Inker heads the asset allocation team at GMO LLC, the Boston-based global investment management firm co-founded by Jeremy Grantham. GMO is known for its valuation-based approach to asset allocation and its regular publication of 7-year real return forecasts for major asset classes. These forecasts are widely followed by institutional investors and often diverge significantly from consensus views — reflecting GMO's willingness to take contrarian positions based on mean reversion in valuations. Inker has been instrumental in developing and communicating GMO's asset allocation frameworks, including their analysis of equity risk premiums, market valuations across global equity markets, and the investment implications of asset price inflation and deflation cycles. His methodological contributions to GMO's framework for estimating long-horizon equity returns from valuation metrics have been published extensively and cited by academics and practitioners who study the relationship between market valuations and subsequent real returns.