The Hardened Economy
Why adaptation is the investment — and why we built the Strategic Resilience Portfolio to capture it.
The global economy is hardening. Not in metaphor [...]
Hardening the Macro Economy: Introducing the Strategic Resilience Portfolio
The climate has already changed. Regardless of future policy outcomes, the infrastructure required to support modern civilization in a warmer world will [...]
Governance Was Always Everything. Now Everyone Can See It.
Garvin Jabusch and Erika Karp, June 2026
Governance has never been a buzzword. Those who have spent careers in capital markets understanding how ownership [...]
Capital at Scale: Rebuilding the Physical Economy
For the past two decades, the most valuable companies in the world were largely asset-light. Software scaled without factories. Platforms grew without [...]
The Great ESG Reckoning: An Earth Day Seminar on Greenwashing, Governance & the Future of Sustainable Investing
On Earth Day, Green Alpha’s president Erika Karp joined managers and leadership teams at Amalgamated Bank for a wide-ranging seminar examining the future of [...]
Two Decimal Places of Fiction: Why SETI is More Rigorous Than Your WACC
In 1961, at the Green Bank Observatory in West Virginia, Frank Drake wrote seven variables on a chalkboard. Multiplied together, they were supposed to [...]
The Last Drop: Water, Risk, and the Future of the Economy
A Strategic Briefing with Will Sarni
Water is increasingly emerging as one of the most important—and least understood—drivers of economic risk and [...]
Capital Doesn’t Predict the Future — It Builds It
The Greatest Arbitrage in Modern Markets Is Between the World Our Institutions Can Perceive and the World That Actually Exists
April 2026
There is a [...]
The Post-ESG Landscape: Financing the Next Economy
GAI’s Jabusch and Karp in Conversation with Impact Entrepreneur
The investment world is currently navigating a profound paradigm shift, moving beyond the [...]