The Boston Globe profiles philanthropy by leading investors. Jeremy Grantham’s foundations, including the $377 million Grantham Foundation for the Protection of the Environment, reflect a movement toward “making big bets…
Tag: Jeremy Grantham
A Bearish View from GMO's Grantham
Ben Inker and Jeremy Grantham of Grantham, Mayo, Van Otterloo & Co. issued a quarterly letter suggesting the bull market cannot last much longer. Inker writes that the U.S. has…
Grantham Says Our Bias Toward Good News Makes Us Manipulable
In a recent Barron’s excerpt of a longer article, Jeremy Grantham, founder of asset management firm GMO, says Americans “have a broad and heavy bias away from unpleasant data” that…
Focus on Long-Term Food Trends, Not Short-Term Factors, Reese Says
One of the keys to successful investing is knowing the difference between long-term trends and short-term disruptions. That’s what Validea CEO John Reese says, and he says investors who can…
Grantham On The 10 Things That Really Matter
What’s on Jeremy Grantham’s mind? Ten things, and in his second quarter letter, the renowned value investor lays out the lot of them. As usual, Grantham’s areas of interest go…
Grantham & Inker on Oil and Stocks
In GMO’s fourth-quarter letter, Ben Inker says the firm is finding better opportunities abroad than in the US, and Jeremy Grantham offers his thoughts on what’s going on with oil…
Grantham: It's Not A Bubble -- But It Probably Will Be
While some have been raising the notion that stocks are in a bubble, top strategist and noted bubble identifier Jeremy Grantham doesn’t seem to be seeing one — though he…
What Worries Jeremy Grantham Now
Given that he was one of the few to warn about both the Internet bubble and the housing and credit bubble before they burst, Jeremy Grantham’s worries and concerns about…
Grantham Talks Growth, Markets, and More
GMO’s Jeremy Grantham recently sat down for a lengthy interview with Charlie Rose, and offered a number of interesting takes on the economy and stock market. Grantham says that the…
Grantham on a Low-Growth, Overpriced Environment
Equities and other assets have become overpriced (to varying degrees) just about everywhere you look, GMO’s Jeremy Grantham says in his latest quarterly letter. “Courtesy of the … Fed[‘s] policy,…