GMO Quarterly Letter | 2Q 2010

2Q 2010 GMO Quarterly Letter

A series for summer essays by Jeremy Grantham:

Portfolio Outlook and Recommendations | Page 1

Finance Goes Rogue (But Volcker Wins a Round!) | Page 3

The Fearful, Speculative Market | Page 4

Everything You Need to Know About Global Warming in 5 Minutes | Page 7

“Seven Lean Years” Revisited | Page 9

Aging Populations, Pensions, and Health Costs | Page 11

 

Download article here.

Disclaimer: The views expressed are the views of Jeremy Grantham through the period ending July 20, 2010, and are subject to change at any time based on market and other conditions. This is not an offer or solicitation for the purchase or sale of any security and should not be construed as such. References to specific securities and issuers are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations to purchase or sell such securities.
Copyright © 2010 by GMO LLC. All rights reserved.
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