On Monday, Green Alpha hosted a video discussion addressing recent market volatility driven by new tariff policies and their global economic impact. Led by Garvin Jabusch and Jeremy Deems, the discussion provided valuable insights into current market conditions and investment strategies.
Key highlights from the Q&A session included:
- Analysis of how AI and productivity gains are transforming the economy, potentially offsetting inflationary pressures from tariffs
- Discussion of international investment opportunities as global trade relationships evolve, with particular focus on how countries representing 80% of global GDP may increasingly trade among themselves
- Insights into renewable energy markets, where a significant disconnect exists between strong business fundamentals and undervalued stock prices
- Perspective on how material scarcity (both real and manufactured) impacts economic activity and innovation
The Green Alpha team emphasized their disciplined approach during this period of uncertainty: focusing on quality companies with strong balance sheets and pricing power, evaluating global opportunities as trade relationships shift, and maintaining liquidity to capitalize on market dislocations.
Watch the full recording to learn our strategic outlook and how we’re positioning portfolios during these challenging market conditions.
