Jeremy Grantham's 13F portfolio value increased from $22.66B to $27.52B this quarter. The largest five stakes in the portfolio are Microsoft Corporation, Alphabet, Meta Platforms, UnitedHealth, and ...

High valuations are supporting equity markets and the economy. Everyone has a view on whether it’s sustainable.

The bubble expert noted that past periods of lofty valuations were followed by painful downturns. Grantham said he rang the alarm a couple of years too early, but that's nothing new for him. The ...

Jeremy Grantham issues a major market warning. An in-depth look at the current economic outlook, stock market trends, and investment strategies.

"It certainly looks like a bubble to us," GMO says. The firm, led by legendary market bear Jeremy Grantham, gave some ideas ...

He compared the hype for AI to the 1990s internet craze and 1920s railroad boom. He predicts a sharp drop for stocks but long-term transformative impacts from AI developments. The market's endless ...

The rise in passive investing marks one of the stock market’s “most profound changes” ever, but its popularity hasn’t ruined the market, according to analysis from Jeremy Grantham’s GMO. GMO, ...

Stocks would have plunged another 20% or 30% in 2023 if not for the AI craze, the investor said. Grantham said he's worried about foreign wars, especially when asset prices are at record highs. Stocks ...

An image of a chain link. It symobilizes a website link url. Copy Link Stocks are in a bubble that's bound to burst, there's no imminent risk to dollar dominance, and bitcoin is a tool for criminals ...

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 ...

GMO's 13F portfolio value increased to $29.61B this quarter. New stakes include Thermo Fisher Scientific and Permian Resources, while stake increases were seen in Microsoft, Apple, Meta Platforms, and ...