Benchmarks Are Breaking Investment Management (And That’s Our Opportunity)
How Goodhart's Law Reveals the Opportunity in Long-Term Innovation Investing, and why traditional performance metrics may be undermining investment in [...]
Green Investors Find a Silver Lining in Trump’s Presidency
Shares in clean energy companies have fallen every year since 2021, but some say the sector has hit bottom.
And Garvin Jabusch, investment chief at [...]
2024 Macro Commentary: Next Economy Forces Reshaping Markets
In 2024, the pace and magnitude of change became more extraordinary. The interplay of climate transition, geopolitical dynamics, and technological advancement [...]
The Dawn of Abundance: Innovation Beyond Politics
By Garvin Jabusch.
The dream of abundance has haunted human imagination since Hesiod wrote of the Golden Age. From Francis Bacon's "New Atlantis" to John [...]
Tesla’s AI Gamble: Analyzing the ‘We, Robot’ Event
By Garvin Jabusch.
On October 10th, Tesla hosted its highly anticipated "We, Robot" event on the Warner Brothers lot in Hollywood. The glitzy showcase [...]
Tesla: Pioneering Decarbonization Amidst Investment Complexity
By Garvin Jabusch.
In the rapidly evolving landscape of sustainable technology, Tesla, Inc. (NASDAQ: TSLA) stands as a paragon of innovation and [...]
Investing Beyond Benchmarks: The Active Management Revolution
By Garvin Jabusch.
In a world of polycrisis and rapidly evolving financial landscapes, investors are increasingly seeking strategies that not only deliver [...]
Interest rates may finally be moderating. Now what?
By Garvin Jabusch.
After raising interest rates an unprecedented 21-fold (from a target range of 0%-0.25% in March of 2022, to 5.25%-5.50% since last July) [...]
Beyond the Headlines: Navigating the Economic Landscape with a Long-Term Lens
Reflecting on any prior time period, in this case Q2 2024, it’s important to do so in the context of the totality of the picture we’re trying to [...]
Balancing Act: AI, Geopolitics, Climate, and Inflation