Jeremy Grantham: Growth as We Knew It ‘Gone Forever’
Grantham, the doomsaying hedge fund manager, says data make clear we’re in a new era of 1% growth; echoing Research Affiliates’ Christopher Brightman’s observations.
Skyhigh Corporate Profit Margins Due for Crash: GMO Report
A new white paper, appropriately titled “What Goes Up Must Come Down!” by GMO's James Montier, offers a simple and elegant explanation for today’s high profit margins and expected mean reversion.
Jeremy Grantham: 10 Tips for Smarter Investing
“The Longest Quarterly Letter Ever” is the aptly titled February release from delightfully pessimistic Jeremy Grantham, co-founder and chief investment strategist of Grantham Mayo Van Otterloo, a Boston-based asset management firm.