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 [...]
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 [...]
How the Norwegian Sovereign Wealth Fund Fails to Understand Risk
By Garvin Jabusch.
The Norwegian Sovereign Wealth Fund's Flawed Approach to Climate Risk
The Norwegian Sovereign Wealth Fund’s mandate is “to [...]
Balancing Act: AI, Geopolitics, Climate, and Inflation