At Investment Moats, I have written about Jeremy Grantham’s views in the past because he comes from a macroeconomic point of view. Much macroeconomic analyst focus on economics but do not tied closely to asset class selection well.
Jeremy Grantham is one who does it well.
You can check out his past views on the market and investment asset classes and assess how accurate they are.
Here is a good CNBC interview with Jeremy Grantham on his views of the market
- Inflationary scenarios
- Bullishness on actual commodity producing companies rather than refining or processors.
- He is also big on franchise companies
- Moderate overweight on emerging countries.
For more posts on Jeremy Grantham, check out some of these great articles
Kyith is the Owner and Sole Writer behind Investment Moats. Readers tune in to Investment Moats to learn and build stronger, firmer wealth foundations, how to have a Passive investment strategy, know more about investing in REITs and the nuts and bolts of Active Investing.
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Kyith worked as an IT operations engineer from 2004 to 2019. Currently, he works as a Senior Solutions Specialist in Fee-only Wealth Advisory firm Providend.
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EnSabahNur
Monday 22nd of November 2010
Darn good interview. He made a solid point on the virtues of holding cash.