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Ben Inker Q&A: High Profits, High Quality, and China Bubbles

We chatted with GMO's Ben Inker about where the markets are offering the best rewards and the biggest risks.

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It's been a great run for the stock market while bonds took a pratfall amid talk of Fed tapering. This seemed like a good time to talk with Ben Inker of GMO. Inker and his colleagues are some of the most thoughtful researchers on all things macro. Amid the rally, they've pointed to signs of stress in the markets but they aren't beating a big retreat from equities.

His funds aren't very accessible for individual investors, but I think his thoughts are worth the time anyway. While GMO funds are only for institutions, he does run  Wells Fargo Advantage Asset Allocation (EAAFX) and Wells Fargo Advantage Absolute Return (WARAX).

Russel Kinnel does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.