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Jeremy Grantham

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financeeconomy1 year ago

"Elite Investor Jeremy Grantham Warns of AI Bubble and Impending Recession"

Elite investor Jeremy Grantham warns that US stocks are overvalued, the AI bubble is set to burst, and a recession is looming. Grantham advises investors to steer clear of US stocks due to their high prices and suggests seeking undervalued assets in emerging markets, depressed sectors, and growth areas. Despite his previous dire forecasts not materializing, Grantham remains concerned about the economy, geopolitical conflicts, and overvalued assets.

via Yahoo Finance|
#ai-bubble#financeeconomy#jeremy-grantham
financeeconomy1 year ago

"Elite Investor Warns of AI Bubble Burst and Recession Amid US Stock Warning"

Jeremy Grantham, a veteran investor, warns that US stocks are overvalued and likely to struggle, while also predicting a minor recession or worse for the economy. He believes that the AI bubble is destined to burst and that foreign wars pose a threat, especially with asset prices at record highs. Grantham recommends avoiding US stocks and suggests seeking out undervalued assets in emerging markets, depressed sectors, and growth areas like climate-change solutions.

via Markets Insider|
#ai-bubble#financeeconomy#jeremy-grantham
finance2 years ago

GMO's New ETF: Unveiling Top Portfolio Managers and Quality Stocks

Jeremy Grantham's firm, GMO, has launched its first active ETF, the GMO U.S. Quality ETF, which focuses on "quality" stocks in sectors such as technology, healthcare, and consumer staples. The ETF is managed by GMO partner Tom Hancock and aims to invest in companies with sustainable capital deployment and high rates of return. Despite mixed performance among its top holdings, such as Microsoft and Johnson & Johnson, the ETF is seen as a natural evolution in the industry and offers active managers a better chance at long-term success. Since its launch, the GMO U.S. Quality ETF has seen minimal gains.

via CNBC|
#active-etfs#finance#gmo-us-quality-etf
finance2 years ago

Jeremy Grantham's Warning: Avoid US Stocks, Look Elsewhere

Legendary fund manager Jeremy Grantham predicts a potential 50% drop in the stock market and advises investors to avoid U.S. stocks due to overvaluation. However, his most interesting call is to focus on high-quality stocks, which he refers to as a "free lunch." Historical data supports this strategy, showing that high-quality stocks have consistently outperformed the overall market, especially during market downturns. While not every financial expert agrees, evidence suggests that investing in high-quality stocks can lead to better long-term returns. Investors may consider funds like iShares MSCI U.S.A. Quality Factor ETF and MSCI International Quality Factor ETF for potential gains and lower risk in the event of a market slump.

via MarketWatch|
#finance#high-quality-stocks#investment
finance2 years ago

"Preparing for the Inevitable: Navigating the Impending Stock Market Crash"

Despite predictions of a stock market crash by famous investor Jeremy Grantham, the author remains unconvinced and advises against waiting for a potential crash to start investing in cheap UK shares. While concerns about the state of the British economy exist, the author suggests spreading buying activity over several months and implementing risk management strategies to take advantage of potential opportunities during market volatility.

via Motley Fool UK|
#finance#investing#jeremy-grantham
economy2 years ago

Jeremy Grantham warns of impending recession and criticizes the Federal Reserve's optimistic outlook

Jeremy Grantham, co-founder of GMO, warns that a US recession is still on the way and expresses little confidence in the Federal Reserve's ability to steer the economy towards a soft landing. Grantham believes that higher interest rates will cause pain in financial markets and that the central bank's track record in predicting recessions is "almost guaranteed to be wrong." He predicts that the repercussions of higher rates will lead to a stock market decline and a recession that could last into 2024. Grantham also suggests that reaching the Federal Reserve's goal of 2% inflation may be difficult, as he expects a period of moderately higher inflation and interest rates.

via Business Insider|
#economy#federal-reserve#interest-rates
finance2 years ago

Jeremy Grantham Warns of 70% Chance of Stock Market Crash

Legendary investor Jeremy Grantham has warned that there is a 70% chance of a stock market crash in the next few years, citing parallels between the current market and previous crashes. Grantham initially estimated an 85% chance of a bubble burst but revised it to 70% due to the recent tech rally fueled by excitement for artificial intelligence (AI). While he expressed concern about the emergence of a mini bubble in AI, he believes it may only lead to a modest decline. Grantham also acknowledged the long-term risks of AI and agreed with calls for regulation. Other Wall Street experts have also warned of a coming recession that could impact the stock market.

via Markets Insider|
#artificial-intelligence#bubble#crash
finance2 years ago

Elite Investor Jeremy Grantham Predicts 27% S&P 500 Drop and Recession

Jeremy Grantham, the market historian and GMO co-founder, predicts that the S&P 500 will plunge by at least 27% to around 3,000 points, and could plummet by more than 50% to around 2,000 points in a worst-case scenario. He warns that a recession will hit, and more financial disasters will occur due to stress on the financial system. Grantham accuses the Federal Reserve of perpetuating a cycle of asset-price bubbles and painful crashes, and calls for Fed Chair Jerome Powell to act more like Paul Volcker. Grantham also flags several longer-term, global headwinds such as climate change, resource shortages, and ageing populations.

via Yahoo Finance|
#federal-reserve#finance#financial-disasters
finance2 years ago

Grantham predicts 27% S&P 500 drop and financial turmoil

Jeremy Grantham, the market historian and GMO co-founder, predicts that the S&P 500 will plunge by at least 27% and could plummet by more than 50%, a recession will hit, and more financial disasters will occur. Grantham warns that the sudden collapse of Silicon Valley Bank in March might be just one of several debacles this year. He accuses the Federal Reserve of perpetuating a cycle of asset-price bubbles and painful crashes and calls for Fed Chair Jerome Powell to act more like Paul Volcker. Grantham also flags several longer-term, global headwinds such as climate change, resource shortages, and ageing populations.

via Markets Insider|
#federal-reserve#finance#financial-disasters
finance2 years ago

Investor Jeremy Grantham warns of impending market bust and bleak outlook for stocks.

Jeremy Grantham, the famous investor who predicted the dot-com crash in 2000 and the financial crisis in 2008, warns that another epic bubble in financial markets is bursting, and the turmoil that swept through the banking sector last month is just the beginning. He sees uncomfortable parallels between markets today and 2000, when an explosion in the price of tech stocks was followed by a dizzying crash. There are also echoes of 2008, when a painful comedown in the US housing market almost broke the banking system.

via CNN|
#finance#financial-crisis#jeremy-grantham