Countdown to Exchange: GMO’s Jeremy Grantham

In a little less than two weeks, advisors will flock to sunny Miami for the annual Exchange conference. Content sessions this year offer advisors insight into growing their business models in unexpected ways, the macro and market environment of 2024, navigating the AI revolution, and more. Alongside great content, we’re also bringing some of the most prominent voices in finance to the stage. GMO’s Jeremy Grantham recently shared what he’s thinking about and watching in markets ahead of Exchange.

What to Watch For in 2024

Karrie Gordon, staff writer, VettaFi: The last few years have been tumultuous ones for markets and investors. This year is shaping up to be little better, with a profusion of risk factors in play. What are the top three things you’re watching in 2024 markets?

Jeremy Grantham, co-founder and long-term investment strategist, GMO

Jeremy Grantham, co-founder and long-term investment strategist, GMO: There’s a distinction I’d make between tactical, short-term thinking — this quarter, or this year — and what really matters, which is the long term.