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Jeremy Grantham and Sustainable Investing

| Jan 18, 2020

Are you worried about your future?
Jeremy Grantham, the legendary Co-Founder and Chief Investment Strategist of GMO, makes a fascinating presentation – as useful to entrepreneurs and thinkers of financial and “natural” capital as to eco-fund-investors. He analyzes trends ranging from insect disappearance, grain productivity, soil depth in Iowa, to oil prices, population growth, ocean and atmospheric temperature, electric cars, weather events, US equity portfolio construction and the likelihood of existing weather trends accelerating immigration of environmental and economic refugees from Africa into North America and Europe. I believe he underestimates the capacity of the human mind for radical innovation and faster evolution. Having said that, the issues he flags are of extreme importance for anyone who wonders about the future shape of the world.


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