Signal Through the Noise: An Investment Thesis for the Next Economy
By Garvin Jabusch and Erika Karp, Green Alpha Investments
We were recently asked a question that gets to the very heart of modern investing: "Do you see a [...]
Beyond Pledges: A Climate Strategy Investors Can Actually Analyze
Let's be honest: when investment managers hear about a new global climate treaty, the collective eye-roll is almost audible. Decades of diplomacy have [...]
Q2 2025 Commentary: The Innovation Imperative in a Time of Transition
The second quarter of 2025 presented a fascinating and, for many, a counterintuitive chapter in the markets. We entered the period facing a wall of [...]
The Euro Greenwashing Scandal Reveals a Deeper Crisis: Failing Investors and the Planet
A Response to "Revealed: European 'green' investments hold billions in fossil fuel majors"
By Garvin Jabusch
The Guardian's investigation revealing [...]
Book Review: Abundance by Ezra Klein and Derek Thompson
A Next Economy Perspective by Garvin Jabusch.
In their new book Abundance, Ezra Klein and Derek Thompson offer a vision of the future that resonates deeply [...]
Investing Against Reality: How Wall Street’s 3°C Forecast Exposes Its Own Failure
By Garvin Jabusch.
Recent reports from major financial institutions like Morgan Stanley and JPMorgan Chase have made a startling admission: they now expect [...]
Cost of Being Out of the Market
During weeks like this, it seems like a good time to remind ourselves of the cost of being out of the market. We're resharing this informative chart from J.P. [...]
Green Alpha Client Update: Navigating Market Volatility
On Monday, Green Alpha hosted a video discussion addressing recent market volatility driven by new tariff policies and their global economic impact. Led by [...]
The Great Transformation: Riding the Wave of Change
Welcome to 2025, where change isn't just constant—it's accelerating. For investors, success means surfing these transformative waves, not merely weathering [...]
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 [...]