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Bear and bubbles: Grantham shouts another round

Veteran investor, Jeremy Grantham, has nominated a falling global property market as lead contender to drive the next deflationary phase of the multi-asset ‘super bubble’.

David Chaplin | 27th Jan 2023 | More
Super bear part 3: Grantham trilogy ends with tragedy

Renowned fund manager Jeremy Grantham has warned investors to prepare for an “epic” blowout with the recent market resurgence following the script of previous “superbubble” implosions.

David Chaplin | 5th Sep 2022 | More
Perma-bears vindicated, but the damage isn’t over

The prophets of doom have seen their visions of a downturn realised, but the market is still tremendously expensive when compared with the bursting of previous bubbles.

Lachlan Maddock | 24th Jun 2022 | More
  • ‘We’re so fragile’: more gloom from permabears

    Jeremy Grantham’s “wild rumpus” appears to have well and truly begun. But it might only be the beginning of a gloomy period for markets.

    Lachlan Maddock | 25th May 2022 | More
    Grantham calls ‘the death of the vampire’

    Jeremy Grantham believes the “superbubble” he’s been warning about for years is now on the brink of collapse – and that the “wild rumpus” can begin at any time. Calling the collapse of a market bubble is anybody’s game. One needs only to know that it exists – something now patently obvious to any investor…

    Lachlan Maddock | 21st Jan 2022 | More
    Why Cathie Wood believes in the ‘super-crazies’

    Implausible doesn’t mean impossible. But it remains to be seen whether the “creative destruction” that ARK Invest is banking on can trump the possibility that we’ve been in a bubble all along. They’re what legendary investor/prophet of doom Jeremy Grantham calls “super-crazies” – the wildly overvalued assets that start to appear shortly before the bubble…

    Lachlan Maddock | 23rd Sep 2021 | More
  • GMO abandons all hope, almost

    GMO has released its latest borderline-apocalyptic seven-year forecast for stocks and bonds as it warns clients to “concentrate assets where the bubble ain’t”. GMO’s extraordinarily bearish forecasts predict a negative annual real return over seven years across the majority of both stocks and bonds, with only emerging markets value stocks getting a positive, if slim,…

    Lachlan Maddock | 25th Jun 2021 | More
    History rhymes: GMO defends gloomy views

    GMO has hit back at critics of its bearish seven-year forecasts, saying “great companies with great narratives can still experience price movements that are too great”. GMO compared asset class forecasts from the seven-year period leading up to March 2000 with forecasts from 2014 onwards, noting that asset prices have both grown around 70 per…

    Lachlan Maddock | 11th Jun 2021 | More