Jeremy Grantham

Jeremy Grantham News

  • The Cautionary Tale of Lord Grantham

    February 15, 2013 - In the third season of PBS's hit drama "Downton Abbey," the usually unflappable Lord Grantham is brought to tears by a bad investment. Against his broker's advice, he puts the bulk of his wife's inheritance in one promising Canadian railway stock, the nonfictional Grand Trunk Railway. That backfires when the railway's resident genius, Charles Hays, dies on the Titanic in 1912. By 1920, it's facing bankruptcy.

  • Grantham Says Assets ‘Brutally Overpriced’ on Fed Policy

    Jeremy Grantham, chief investment strategist at Grantham Mayo Van Otterloo & Co., said global asset prices have climbed too high because of the U.S. Federal Reserve’s expansive monetary policy.

  • Grantham Sees 25% Chance That China May ‘Stumble’ by Next Year

    Jeremy Grantham said there is a 25 percent chance that China, the world’s second-largest economy, will “stumble” by next year over imbalances such as too much capital spending, an overheating real estate market or accelerating inflation.

  • Biggest Stocks Beckon Perkins, Grantham With Steepest Discount Since 1982

    Thomas Perkins beat 94 percent of his mutual-fund rivals in the past decade by investing in midsize companies. He now prefers giants such as Cisco Systems Inc. and Wal-Mart Stores Inc ., and his $12.4 billion Perkins Mid Cap Value Fund is almost at its limit for big-company shares.

  • Grantham Calls Fed's Low Interest Rates `Large Negative' to U.S. Economy

    Jeremy Grantham , chief investment strategist at Grantham Mayo Van Otterloo & Co., said the Federal Reserve’s policy of low interest rates has harmed the U.S. economy and if the central bank goes ahead with quantitative easing it could make the situation worse.

  • Grantham Calls Corporate Profits Freakish

    U.S. companies are the most profitable in more than 40 years, and some of the best-known stock pickers are divided over how long that will last.

  • China May Avoid U.S.-Style Property Crash With Tightening, Grantham Says

    Jeremy Grantham , who correctly predicted U.S. stocks would lose money in the past decade, said China’s “experimental” approach to reining in asset bubbles may help it avoid a U.S.-style housing market crash.

  • GMO's Grantham: Bernanke Risks Fueling New Bubble

    Jeremy Grantham, chief investment strategist at Grantham Mayo Van Otterloo & Co., said a longer period of below-average economic growth carries the risk of fueling a third stock-market bubble because Federal Reserve Chairman Ben Bernanke would likely keep interest rates low.

  • Grantham Says Fed Asset Purchases May Make Stocks `Dangerously Overpriced'

    Jeremy Grantham , chief investment strategist at Grantham Mayo Van Otterloo & Co., said the Federal Reserve’s attempt to boost the economy could push U.S. stocks to a level where they will be “dangerously overpriced.”

  • Wall Street Junk Kings Selling Debt Poised to Lose Value

    Wall Street junk-bond underwriters, selling debt at a record pace after the securities returned 19 percent last year, say it’s obvious that prices will drop when interest rates rise. So don’t blame the banks.

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