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Climate change has moved faster than most thought possible. There will be exciting investment opportunities in companies focused on climate change mitigation and adaptation.

Jeremy Grantham | 1.00 CE

Investing can and often is intellectually compelling. But it should not be driven by excitement, as it is for many individuals.

The US GDP growth rate we've been used to for over a 100 years - in excess of 3% a year - is not just hiding behind temporary setbacks. It is gone forever.