Lots to cover from his latest quarterly letter and I highly suggest you go to the source link below, but these are a few of the highlights

• US GDP growth rate will never return to 3% p.a.
• Resource costs have been growing @ 7% a year since 2000, if the world continues to grow under 4%, a squeeze will intensify
• Increasing climate change, reflected in food prices and flood damage, is going to increase

Source: GMO