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James Montier on the bond bubble

GMO’s James Montier has added his two-penneth to the bond bubble debate. He reckons it is a largely sterile conversation because what investors should be asking themselves is whether bonds are a good...

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Night of the Living Fed

It’s not just FT Alphaville’s Tracy Alloway who is a dab hand with the MS Paint programme. GMO’s Jeremy Grantham is also good.Continue reading: Night of the Living Fed

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Grantham comes nose to nose with a paradigm shift

GMO's Jeremy Grantham reckons we are witnessing the most important economic event since the Industrial Revolution, reports FT Alphaville. "From now on, price pressure and shortages of resources will be...

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The Grantham manifesto

Albert Edwards has a soul mate — GMO’s Jeremy Grantham. Like the SocGen strategist, he too is worried about the massive transfer of income to the very rich that has occurred and has been tolerated only...

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European banks ‘need tons of money’, says GMO

In a note released on Tuesday, GMO, the global asset management firm headed by Jeremy Grantham, writes that ”European banks need tons of money” to correct capital shortfalls. This much, we know. But...

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Stocks hit fresh six-month highs

Global stocks hit a fresh six-month high and demand for government bonds eased amid hopes for a worldwide economic recovery, the FT reports. Gains were limited though, as lack of an agreement in Greece...

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Smart beta-blocking

We are big fans of index tracking, particularly for those cash strapped and socially sensitive large pension funds, and we are far from alone: passive is massive for a reason. But where there’s a fee...

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The foie gras bubble

James Montier of GMO is the subject of the latest Welling on Wall Street newsletter, a weekly long-form interview conducted by Kate Welling. Montier, ever the bear, doesn’t like the negative expected...

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The absence of skill

A tongue twister: Peter Piper picked a peck of stock pickers; The pick of picking pickers Peter Piper picked; If Peter Piper picked the pick of stock pickers, Who’s the pick of picking pickers Peter...

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Central banking: just when you understand it, it changes

Ask most monetary policymakers how they think about their job and the conversation generally goes like this: There is “an equilibrium interest rate” that somehow balances out the desires of savers and...

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