JEREMY GRANTHAM News & Analysis

Here’s what strategist Jeremy Grantham thinks about the markets today.

Each approach has its advantages—and drawbacks.

Jeremy Grantham predicts a 'super scarcity' of commodities and warns of the end of a US stock market super bubble.

Jeremy Grantham talks plastics, 'merchants of doubt', and what individual investors can do about the environment, with Morningstar CEO Kunal Kapoor.

The ‘pessimism termites’ are gnawing but there are still opportunities at the intersection of emerging markets and value.

Separately managed accounts offer some of the same benefits as managed funds, but without the pooled structure, providing greater visibility and...

The performance gap between these Australian ESG funds and their plain vanilla equivalent is narrowing, but gains are in lock-step with rising oil...

The performance of some Australian stock funds with tilts toward environmental, social and governance objectives lags their non-ESG equivalents. 

US stocks rose 130 per cent in the period immediately following the global financial crisis, but almost no one called it at the time, writes John...

Jeremy Grantham suggests avoiding the US equity market as much as you dare, and keeping bond duration short.