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GMODeep research29 Jun 2017Source: gmo.com

I Do Indeed Believe the U.S. Market Will Revert Toward Its Old Means – Just Very Slowly

GMO is a Boston asset manager co-founded in 1977 by Jeremy Grantham with Richard Mayo and Eyk Van Otterloo, known for valuation-driven dynamic asset allocation built on long-horizon mean reversion. Grantham is famous for calling historic bubbles, warning publicly ahead of both the 2000 dot-com crash and the 2008 financial crisis. Flagship publications include the GMO Quarterly Letter (now written by Asset Allocation co-heads Ben Inker and John Pease), Grantham's Viewpoints essays and the 7-Year Asset Class Forecast.

Jeremy Grantham · 1977 · 美国波士顿Valuation-driven / Multi-asset contrarian

In plain words

This is investor Jeremy Grantham clarifying a common misunderstanding: he didn't say high valuations are permanent. He still believes U.S. profit margins and price-to-earnings ratios (a measure of how expensive stocks are) will eventually fall, but much slower than before—taking 20 years instead of 7, and only returning to two-thirds of historical averages. For ordinary investors, this means the S&P 500 might deliver only 2.7% real annual returns over the next 20 years, far below what many expect. Worth reading because it explains why long-term investing may not bring quick rebounds and why markets could face slow, grinding compression rather than a sudden crash.

AI SummaryAI-generated · may contain errors · verify against the original

Jeremy Grantham, in a GMO report, refutes media misinterpretations of his views, reiterating that he still believes the U.S. market will revert to its historical mean, but at a significantly slower pace. The core argument is that due to factors such as Federal Reserve policy (including moral hazard)

~4 min full read · 5 sections
Deep Analysis

Theme and Background

This chapter is Jeremy Grantham's formal response to media misinterpretations of his views. Earlier reports claimed he believed high valuations would persist indefinitely and that mean reversion had ended—Grantham now clarifies his position. He reiterates that profit margins and price-to-earnings ratios in the U.S. market will still revert toward historical averages, but the pace of reversion has slowed significantly, driven by the stickiness of multiple structural factors.

Core Thesis

Grantham's central judgment is that mean reversion is not dead, but its speed has lengthened from the typical 7 years observed between 1900 and 1997 to 20 years, and even then, it will only revert to two-thirds of the old normal. He emphasizes that despite two 50% crashes (the 2000 tech bubble and the 2008–2009 financial crisis), the market has failed to return to the old normal of a 15x P/E ratio, instead stabilizing around a new normal of 23x. The current market lacks the behavioral indicators of a true bubble, but if a severe bear market occurs, the market is more likely to recover to 23x rather than 15x.

Key Arguments and Data

  • Reversion Speed Comparison: Between 1900 and 1997, the mean reversion cycle for P/E ratios and profit share was approximately 7 years (the basis for GMO's official 7-year forecast); Grantham believes this process will extend to 20 years under current conditions.
  • Reversion Magnitude: Even after 20 years, P/E ratios and profit margins will only revert to two-thirds of the old normal, not fully back to historical averages.
  • Return Estimate: The S&P 500's real annualized return over the next 20 years is projected at just 2.7%, a level that will disappoint many corporate and public pension funds. This figure differs by less than 0.5 percentage points from the 20-year extrapolation of GMO's standard 7-year forecasting method.
  • Historical Stress Test: Neither the 2000 tech bubble (down 50%) nor the 2008–2009 financial crisis (down 50%) managed to pull the market's P/E ratio back to the old normal of 15x, suggesting that 23x has become the new equilibrium level.
  • Absence of Bubble Behavior Indicators: The current market lacks typical behavioral traits of a true bubble (e.g., widespread retail investor frenzy). Grantham argues that for a full-blown bubble to emerge, the S&P 500 would need to reach levels significantly higher than current ones.
Indicator Old Normal (1900–1997) New Normal (Current Expectation)
Mean Reversion Cycle 7 years 20 years
Reversion Magnitude Full reversion to historical average Only two-thirds of the old normal
P/E Equilibrium Level 15x 23x
S&P 500 Real Annualized Return 2.7% (next 20 years)

Companies/Assets Involved

  • S&P 500: The core subject of analysis. Grantham forecasts its real annualized return over the next 20 years at just 2.7%, far below the expectations of many institutional investors.
  • U.S. Market Overall: Grantham believes the current valuation level (approximately 23x P/E) has become the new normal, and even a severe bear market is unlikely to bring it back to the old normal of 15x.

Investment Implications

  • Long-Term Return Expectations Must Be Sharply Reduced: Investors should accept the reality of an S&P 500 real annualized return of only about 2.7% over the next 20 years. This level will place immense pressure on pension funds and corporate annuity plans that rely on high returns.
  • Mean Reversion Strategies Need a Timeframe Adjustment: The rapid mean reversion (7 years) expected by traditional value investors is no longer realistic. Investment horizons must be extended to 20 years, and return targets should be lower than historical averages.
  • Beware of a "Slow Bear" Rather Than a "Fast Bear": Grantham believes the current market is more likely to experience a prolonged, gradual valuation compression rather than a sharp short-term decline. Investors should prepare psychologically and in asset allocation for an extended period of low returns.
  • Bubble Risk Remains but the Threshold Is Higher: If a full-blown bubble emerges, the S&P 500 would need to reach significantly higher levels than today to trigger typical behavioral frenzy indicators. Investors can monitor whether local dining establishments begin buzzing about stocks (as in 1999 and 1929) as a bubble signal.