• Jeremy Grantham's GMO says stocks are overvalued by every metric, but there are 3 strategies investors can use to weather a crash

    1 month ago - By Business Insider

    Summary List Placement Billionaire Jeremy Grantham's investment firm says stocks are too pricey, outlining their view as US equities sit at record highs, with the team offering their advice on how to navigate through what they call a global growth bubble.
    "Global equity markets rallied impressively in the quarter, pushing some year-to-date numbers into double-digit territory only halfway through the calendar year," said GMO in its second-quarter outlook published this week. Grantham, co-founder of investment firm Grantham, Mayo, van Otterloo & Co., is a legendary investor who is well known...
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  • Morgan Stanley names 26 stocks outside the tech and media industries that have delivered market-beating growth in recent years - and look poised to continue that expansion in the future

    Morgan Stanley names 26 stocks outside the tech and media industries that have delivered market-beating growth in recent years - and look poised to continue that expansion in the future

    1 month ago - By Business Insider

    Summary List Placement Growth stocks are back in fashion after lagging their value counterparts to start the year.
    In early 2021 investors took profits in the growth names that had dominated the market during 2020 and rotated into value stocks, anticipating a robust economic recovery. That trade has unwound in recent weeks as skepticism regarding the strength of the recovery grows while COVID-19 cases tick up .
    Markets have seesawed in recent sessions between selloffs driven by virus fears and strong gains dismissing those fears. Timing the shifts between growth and value stocks can be...
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  • Morgan Stanley's 'secular growth' list features stocks that can win in any economy

    Morgan Stanley's 'secular growth' list features stocks that can win in any economy

    1 month ago - By CNBC

    Morgan Stanley identifies 51 stocks that can deliver top-notch growth through their unique strengths.
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