文档介绍：投资预测大师的最新警告
Our Chat With Jeremy Grantham
JEREMY GRANTHAM'S GOT A TRACK RECORD that's impossible to ignore--he called the bubble, then the housing bubble. While moves like those have earned the famed forecaster the nickname 'perma-bear, ' in early 2009 he also told clients at GMO, his $100 billion, Boston-based money-management firm, to jump back into the market. It was the same week that stocks hit their post-Lehman low.
杰里米·格兰瑟姆(Jeremy Grantham)拥有不容小觑的从业纪录─他成功地预言了互联网泡沫,接着又成功地预言了房地产泡沫。虽说这样的纪录为这位著名的预测大师赢得了“永远的熊市论者”(perma-bear)的绰号,他也曾在2009年初告诉GMO资产管理公司的客户杀回市场。就在那一周,股市正好创下了雷曼公司(Lehman)倒闭后的历史低位。GMO资产管理公司的总部位于波士顿,管理的资产总额为1,000亿美元。
Now, however, the outspoken Yorkshireman, who is chief investment strategist at GMO, is making headlines with a new prediction: Dire, Malthusian warnings about environmental catastrophe. To hear him tell it, the world is running out of food. Resources will only keep getting more expensive. And climate change looms over it all. Indeed, at times he sounds like someone Greenpeace would send door-to-door with a clipboard. (He's not above likening the coal-industry spin to the handiwork of Goebbels.) If it were anyone else, Wall Street would probably laugh him off. But because it's Jeremy Grantham, they just might listen.
不过现在这位坦率直言的约克郡人、GMO的首席投资策略师,再次用最新的预测抓住了媒体的眼球:他发出马尔萨斯式的悲惨警告,称可能出现环境大灾难。他的观点主要是:世界的食品供应即将告罄;资源的价格只会越变越贵;气候变化迫在眉睫。的确,格兰瑟姆有时候听起来像极了绿色和平组织派