Jeremy Grantham – GMO (Manager Meetings, EP.01)
Capital Allocators – Inside the Institutional Investment Industry
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Navigating Market Bearishness with Diversification
This chapter discusses the speakers' long-term relationship with Jeremy Grantham and his bearish market outlook, emphasizing the importance of diversification in investing. It explores strategies across various asset classes, focusing on the need for long-term asset allocation and the significance of understanding each asset's role in the context of evolving risks like climate change.
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