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 [...]
Thinking Hard about the China Overproduction Narrative
By Garvin Jabusch.
Watch almost any financial news network recently, and you almost can’t help yourself assimilating a major new narrative: China's [...]
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, [...]
Boeing’s Struggles Highlight the Perils of Stock Buybacks
By Garvin Jabusch.
In July 2019, I wrote about the dangers of stock buybacks, using Boeing (NYSE ticker BA) as a prime example of how this practice can [...]
The Old Barons vs the Next Economy, Or, Why You Shouldn’t Believe Exxon’s CEO
By Garvin Jabusch.
ExxonMobil CEO Darren Woods has ignited fury with his recent Fortune interview, because everyone who understands the climate crisis for [...]
The Semiconductor Imperative: Redefining Sustainable Investing
By Garvin Jabusch.
Image Source: Environmental Protection "The Role of Technology in Environmental Sustainability"
Traditional notions about what [...]
Balancing Act: AI, Geopolitics, Climate, and Inflation