High valuations are supporting equity markets and the economy. Everyone has a view on whether it’s sustainable.
Jeremy Grantham's firm GMO considers some of the mega-cap tech stocks as worth investing. It's largest mutual fund invests in five of the Magnificent Seven, avoiding Nvidia and Tesla. Apple, Microsoft ...
In 2021, Jeremy Grantham was telling anyone who would listen that global asset markets were in one of the biggest bubbles of all time—and that a reckoning was coming. That reckoning, he says, began ...
Despite nearly two years of recession predictions by Wall Street’s top minds, billionaire investors, and former Federal Reserve officials, the U.S. has yet to suffer an economic downturn. And with a ...
Are there any U.S. stocks worth buying right now? Not many, according to Jeremy Grantham, co-founder and chief investment strategist at GMO LLC. In a podcast with Bloomberg that aired Friday, he drops ...
While many on Wall Street have stopped obsessing about a recession, Jeremy Grantham has not. That should shock no one who has followed the career of Grantham Mayo Van Otterloo & Co.’s co-founder.
In this week’s episode of Merryn Talks Money, host Merryn Somerset Webb interviews GMO co-founder and notorious caller of market bubbles Jeremy Grantham. Grantham, who also serves as the firm’s ...
The reckoning for markets is picking up speed, according to GMO Co-Founder Jeremy Grantham. The famous bear has been saying that investors should be wary of the US when it comes to where they put ...
Jeremy Grantham’s valuation-oriented investment firm is famous on Wall Street for trumpeting the contrarian, and decidedly bearish, views of its co-founder, seemingly every passing year. These days ...
The slow-moving influence of rising interest rates will end up torpedoing the economy, dashing Federal Reserve expectations that a recession can be avoided, according to renowned Wall Street ...