Jeremy Grantham – GMO (Manager Meetings, EP.01)
Capital Allocators – Inside the Institutional Investment Industry
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Investing in a Changing Landscape
This chapter explores the performance differences between value and growth investing, particularly the underperformance of value stocks in the past decade. It examines the impact of technology-driven companies, the potential of emerging markets, and the influence of societal factors on investment strategies. Additionally, it highlights the varying global responses to the COVID-19 pandemic and their implications for economic growth and investment approaches.
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