Climate Change

The Race of Our Lives: A summary of Jeremy Grantham’s note to investors, in pictures and charts – Jeremy Leggett The Race of Our Lives: A summary of Jeremy Grantham’s note to investors, in pictures and charts – Jeremy Leggett

An excellent White Paper on the problems we are facing in the 21st century.
jeremyleggett.net/2018/08/13/the-race-of-our-lives-a-summary-of-jeremy-granthams-seminal-note-to-investors-in-pictures-and-charts-supplemented-with-content-from-future-today/
The Race of Our Lives: A summary of Jeremy Grantham’s note to investors, in pictures and charts – Jeremy Leggett The Race of Our Lives: A summary of Jeremy Grantham’s note to investors, in pictures and charts – Jeremy Leggett
A precis of the recently-updated 35 page classic note by the investment legend, aiming to be readable in minutes. Subject: climate change meets population meets soil meets agriculture, meets other problems …..and implications for both investors and the rest of us.
The original paper is a read of >1 hour. I am hoping, therefore, that this blog/slideshow will be a useful supplement …and importantly an inducement to read the original paper.
The original Jeremy Grantham paper can be downloaded here <www.gmo.com/docs/default-source/research-and-commentary/strategies/asset-allocation/the-race-of-our-lives-revisited.pdf> .
The powerpoint version of this summary can be downloaded here <drive.google.com/drive/folders/1pJlLMT57QZbUP0ZjWf5RMrexzDuanaC2>.