Hosted on MSN1mon
Jeremy Grantham’s GMO Goes Mainstream With ETF and Mega-Cap Bets
(Bloomberg) -- 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 ...
Canada’s Trade Surplus With US Highest Since 2022 on Oil
Supply Lines is a daily newsletter that tracks global trade. Sign up here.Most Read from BloombergState Farm Seeks Emergency ...
Canada Economy Picks Up in Final Quarter With 1.8% Growth
The Canadian economy gained strength at the end of last year, fueled by a rapid series of interest-rate cuts, as the northern ...
Business Insider1mon
Investing legend Jeremy Grantham braces for 'cataclysmic decline' in stocks and shares a strategy for 'bonanza payoffs'
While the veteran investor Jeremy Grantham hasn't been running a portfolio for 15 years, he still monitors major themes that he thinks are important long term yet underrated. It's a task ...
A 60/40 Portfolio Worked Well for Over a Century. It’s Flashing a Warning Now.
As Ben Inker, co-head of asset allocation at Jeremy Grantham’s value-investing firm GMO, notes over the past 45 years, since ...
The Australian Financial Review1mon
How this $159b fund is profitably riding the ‘untethered’ sharemarket
Jeremy Grantham. Bloomberg “But the sharemarket is an emotional animal, which is why multiples can go from 15 to 28 in one company. Once the market gets untethered, it’s impossible to know ...