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 [...]
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 [...]
When Fundamentals and Fear Diverge: Navigating the Growth Stock Divide in 2023
In the third quarter of 2023, market volatility persisted as the ongoing struggle between unexpectedly stubborn inflation and the Federal Reserve's tightening [...]
Unlocking the Future: Key Takeaways from the 2023 Next Economy Index Rebalance
This summer we executed our annual rebalance of the Next Economy Index portfolio—which serves as both empirical compendium and basis for an investment [...]
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 [...]
Navigating the Sustainable REIT Market: Green Alpha’s Essential Guide
By Jeremy Deems and Garvin Jabusch.
Welcome to our dive into the dynamics of the Real Estate Investment Trust (REIT) market. Here, we hope to bring a fresh [...]
Webinar with Green Alpha’s Founders and Portfolio Managers: Tuesday, March 28th
We hope you'll join us for a timely, concise, and fun conversation with Garvin Jabusch and Jeremy Deems. They will focus the 25 minutes of prepared remarks on [...]
Next Economy Investing in Agriculture: Solutions Emerge from Understanding Threats. Part II: Farming Equity and Equality
If you missed part I, which discusses how water affects every aspect of the agricultural system from farm to fork, you can read it here: Part 1: Water [...]
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, [...]
Balancing Act: AI, Geopolitics, Climate, and Inflation