While Jeremy Grantham’s GMO has been gloomy about the outlook on stocks, the firm’s head of asset allocation says there are also good opportunities in the market right now. “We…
Tag: Jeremy Grantham
The Gurus Dig Deep For Resource Plays
In his latest article for Nasdaq.com, Validea CEO John Reese takes a look at some natural resource-related stocks that look attractive right now. “With the world population continuing to rise,…
Grantham Gloomy, But Not Running From Equities
GMO’s Jeremy Grantham sounds quite gloomy in his latest quarterly letter, though he advises a “near normal” allocation to equities and says high-quality U.S. stocks are “relatively cheap”. Grantham says…
Grantham, Doll Offer Different Takes On Margins
Are historically high profit margins for U.S. firms sustainable, or will they come bouncing back to the mean — and throw a wrench into the stock market in the process?…
Grantham Gloomy, But Finding Value
GMO’s Jeremy Grantham is predicting more gloom for the U.S. economy, but he says stock valuations are “finally” such that investors can build portfolios of equities with potential for solid…
Reese, Grantham, and Resource Stocks
Discussing Jeremy Grantham’s warning on dwindling natural resources, Validea CEO John Reese takes a look at some resources-related stocks that get high marks from his “Guru Strategies” in his latest column…
Grantham Buying for First Time Since '09, But Offers Several Warnings
Jeremy Grantham says his firm is now “very modest buyers” of equities for the first time since mid-2009. “At the close on August 8, a slightly cheap equity portfolio could…
Grantham: Resource Shortages Are Looming -- Deal with Them Now
GMO’s Jeremy Grantham continues to warn about global resource shortages, saying in his new quarterly client letter that soil erosion and limited supplies of potash and phosphates “are the real…
Grantham Likes Commodities
Commodity prices are headed higher over the long term, Jeremy Grantham says, and investors would be wise to make sure they are exposed to them — though not through futures…
Grantham: Time to Dial Back Risk -- Though It Might Be Too Early
GMO’s Jeremy Grantham has released the second half of his first-quarter letter, and in it he recommends dialing back risk — though he admits he may in the end prove…