The Strait of Hormuz and the Price of Fragility
What the Largest Energy Disruption in History Reveals About Portfolio Risk
As we write this, Brent crude sits above $107 per barrel. Earlier this month [...]
“Whale Fall” – The End & The Beginning
By Erika Karp, President
Now that Spring is within sight, I've been fantasizing about the summer. So naturally, I've been dreaming about whales. [...]
Can Orbital Data Centers Really Be a Thing? (And Is That the Next Economy?)
By Garvin Jabusch
February, 2026
We often talk about the Next Economy as a function of efficiency—doing more with less, deleting the friction of [...]
Oren Cass Is Right About the Disease. He’s Wrong About the Cure.
A conservative economist just published the most widely-read critique of financialization in years. His diagnosis is devastating — and [...]
He Lifeng’s Wisdom in Davos: The Rise of the First “Electro-State” and the Next Economy
By Green Alpha® Investments, Next EconomyTM Investments
At Davos 2026 this week, amidst a global backdrop of rising protectionism and short-term thinking, [...]
Electrons, Intelligence, and the Shape of the Next Economy™: 2025 Year-End Macro Commentary
By Garvin Jabusch
The defining question of 2025 wasn't whether artificial intelligence would transform the economy. It was whether intelligence alone would [...]
AI Could Accelerate and Equalize Progress in Cancer Care
Join our webinar on Dec. 17th to learn more about “The AI Opportunity for Oncology” with Dr. Yach in conversation with Garvin Jabusch and Erika [...]
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 [...]