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.
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