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Is the U.S. Stock Market Bubble Bursting? A New Model Suggests “Yes”
by Martin Tarlie of GMO, 1/18/19

GMO's Martin Tarlie argues in a new white paper that the U.S. stock market was a bubble from early 2017 through much of 2018, and that the bubble started to deflate in Q4 2018, despite strong fundamentals.

Investing for Retirement: The Defined Contribution Challenge
by Ben Inker and Martin Tarlie of GMO, 4/5/14
Target date funds are rapidly becoming the workhorse for DC plans. These funds have grown substantially in recent years, partly as a result of automatic enrollment made possible by the Pension Protection Act of 2006. By and large, current target date funds resemble the old investment advisor adage that stock weight should be about 110 minus a persons age. While this satisfies the common-sense intuition that, all things being equal, weight in stocks should go down as a person ages, there are a number of problems with this approach. In this paper we focus on two in particular.
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