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  • Grantham: Expect 11% Annual Return from Quality U.S. Equities, Outperformance from Emerging Market Bonds [View article]
    There is nothing new here. Grantham has been predisposed to 'high quality blue chip US stocks' for nearly a year now. Exactly what is a 'high quality blue chip US stocks' he has left up to your imagination. He has also been consistently bullish on emerging equities, and consistently bearish on Chinese equities in particular for some reason that even he can't explain.

    I am waiting for his next newsletter, coming out probably late October.
    Sep 25 00:08 am |Rating: +1 -1 |Link to Comment
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