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Mar 11, 2024 · GMO co-founder Jeremy Grantham considers the great U.S. market paradox, noting relatively attractive investments across quality, resource equities, climate-related investments, deep value, and Japan.
- Investment Capabilities
Investment Capabilities - Investment and Asset Management |...
- ESG Investing
Jeremy founded the Grantham Foundation for the Protection of...
- How to Invest
He began his investment career as an economist with Royal...
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Relationship Team - Investment and Asset Management |...
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Careers - Investment and Asset Management | Americas | GMO
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Jeremy Grantham Long-Term Investment Strategist, Co-Founder....
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Contact - Investment and Asset Management | Americas | GMO
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Consultants - Investment and Asset Management | Americas |...
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Sep 9, 2022 · Overview. In this webcast, Jeremy Grantham, co-founder and long-term investment strategist, shares his updated views on the current superbubble, its parallels to past bubbles, and ways to navigate ahead.
- Executive Summary
- The Times That Really Matter For Investors
- The Stages of A Superbubble
- Fundamentals Threaten to Fall Apart
- Prepare For An Epic Finale
Only a few market events in an investor’s career really matter, and among the most important of all are superbubbles.1These superbubbles are events unlike any others: while there are only a few in history for investors to study, they have clear features in common. One of those features is the bear market rally after the initial derating stage of th...
Most of the time (85% or thereabouts) markets behave quite normally. In these periods, investors (managers, clients, and individuals) are happy enough, but alas these periods do not truly matter. It is only the other 15% of the time that matters, when investors get carried away and become irrational. Mostly (about 12% of the time2), this irrational...
My theory is that the breaking of these superbubbles takes multiple stages. First, the bubble forms; second, a setback occurs, as it just did in the first half of this year, when some wrinkle in the economic or political environment causes investors to realize that perfection will, after all, not last forever, and valuations take a half-step back. ...
Economic data inevitably lags major turning points in the economy. To make matters worse, at the turn of events like 2000 and 2007, data series like corporate profits and employment can subsequently be massively revised downwards. It is during this lag that the bear market rally typically occurs. Why are the historic superbubbles always followed by...
Previous superbubbles saw a much worse subsequent economic outlook if they combined multiple asset classes: housing and stocks, as in Japan in 1989 or globally in 2006; or if they combined an inflation surge and rate shock with a stock bubble, as in 1973 in the U.S. and elsewhere. The current superbubble features the most dangerous mix of these fac...
The latest investment insights and market commentary from Jeremy Grantham on Livewire markets. Access investment ideas today!
- Long-Term Investment Strategist, Co-Founder
- GMO
Feb 8, 2022 · Our guest this week is Jeremy Grantham. Jeremy is the long-term investment strategist at his namesake firm, Grantham, Mayo, Van Otterloo & Co., or GMO, which he cofounded in 1977.
Sep 7, 2022 · In his latest newsletter, Grantham – who is the co-founder of US asset manager GMO, argues that super bubbles – and he counts three periods in the US in modern times when sharemarket ...
Jul 20, 2021 · NEW YORK, July 20 (Reuters) - In this manic era of meme stocks, cryptocurrencies and real-estate bidding wars, studying the history of financial markets might seem a little dry and old-fashioned....
