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GMO doubles down on resources call

Jeremy Grantham of GMO urges long-term investors to shift up to 30% of assets to resources, particularly agriculture.
GMO doubles down on resources call

Jeremy Grantham, the ‘G’ behind Boston-based fund manager GMO, says long-term investors should gradually raise their allocation to resources up to 30%, on the back of food shortages he expects to worsen.

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