Veteran investor Jeremy Grantham emphasizes long-term themes like declining population growth and climate change as critical investment considerations.
He warns about the US stock market being overly valued and predicts a potential bubble burst, although he can't predict the timing.
Grantham highlights that despite recent market advancements, there are sound opportunities in sectors that promote efficiency and sustainability.
He suggests focusing on investments in areas like green energy, fertility clinics, and alternatives to traditional building materials.
Grantham believes that the world is entering a phase with more frequent economic shocks, urging investors to seek financially resilient companies.