Skip to Content
US Videos

Mean Reversion Has Slowed Down, not Vanished

The rise of giant capital light businesses has stalled the cycle of regression to the mean of corporate returns on equity, says GMO's Jeremy Grantham.

This video is the third of four with GMO's Jeremy Grantham. You can watch one, two, and four here.

Jeff Ptak: I know that you routinely introspect in the commentaries that you publish. I wondered if maybe you would reflect on the experience that you've had as an investor and allocator since the global financial crisis?