Tag: episode_1432
GRANTHAM: CLIMATE CHANGE PORTFOLIOS
CLIMATE CHANGE PORTFOLIOS
Legendary value investor Jeremy Grantham is devoting much of his time and wealth to combating climate change through his Grantham Foundation for the Protection of the Environment. But he also views climate change as an investment opportunity. Grantham’s firm GMO has created climate change portfolios for institutional investors including two his foundation is invested in, GMO Resources IV (GOVIX) and GMO Climate Change III (GCCHX) which own companies involved in different aspects of the climate change sector. What happens though if Grantham’s prediction of a final stage bull market melt-up and subsequent severe market decline come to pass?
- Lucas White & Jeremy Grantham’s White Paper on Climate Change Opportunities The Good Thing About Climate Change: Opportunities [.pdf]
CONSIDER HAVING SOME EXPOSURE TO EMERGING MARKETS STOCKS
CONSIDER HAVING SOME EXPOSURE TO EMERGING MARKETS STOCKS
- Actively Managed:
- Rowe Price Emerging Markets Stock Fund (PRMSX)
-
Passively managed:
- Vanguard Emerging Markets Stock Index Fund (VEIEX)
- Vanguard FTSE Emerging Markets ETF (VWO)
RIDING A MARKET MELT-UP THEN COPING WITH THE MELT-DOWN WITH LEGENDARY INVESTOR, JEREMY GRANTHAM
Are we in the final “melt-up” stage of the record-breaking bull market? Legendary value investor Jeremy Grantham makes the case and shares strategies to participate.
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PREMIUM: GRANTHAM
MARKET MELT-UP
Are we in the final “melt-up” stage of the record-breaking bull market? Legendary value investor Jeremy Grantham makes the case and shares strategies to participate.
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