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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 [...]

Q1 2024 Macroeconomic Review: Tenacious Inflation’s Lingering Impacts

The first quarter of 2024 revealed a more-persistent-than-hoped picture of inflation. While showing significant deceleration compared to 2023 peaks, [...]

2023, 2024, and the Road Ahead

In 2023, the dichotomy of our future became starker: a potential utopia or a daunting dystopia. Our path hinges on collective decisions, particularly in [...]

From Risk to Reward: Unraveling the Paradox of Market Resilience in a Turbulent 2023

2023 so far has been characterized by volatility, both up and down. Markets have managed to remain positive in aggregate. Some of the reasons for this [...]

2023 YTD Macroeconomic Commentary

In the first quarter of 2023, the global economy continued to be characterized by the key challenges of 2022, including the ongoing COVID-19 pandemic, the war [...]

The Long View: Past Informs Future

The world, and economy, were complex and volatile throughout 2022. In Green Alpha’s signature investing style⁠—combining macro trajectory analysis, [...]

Next Economy Investing in Agriculture: Solutions Emerge from Understanding Threats. Part I: Water Scarcity

What we eat and how we produce our food are inseparably linked to the climate crisis that faces the world. At Green Alpha, we understand that transforming the [...]

Investing in the Next Economy, A New Definition of Portfolio Risk ~ White Paper

In this paper, we define the Next Economy and its practical investment application, Next Economy Portfolio Theory. Today's economy and the market drivers [...]