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 [...]
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, [...]
The Semiconductor Imperative: Redefining Sustainable Investing
By Garvin Jabusch.
Image Source: Environmental Protection "The Role of Technology in Environmental Sustainability"
Traditional notions about what [...]
2023, 2024, and the Road Ahead
In 2023, the dichotomy of our future became starker: a potential utopia or a daunting dystopia. Our path hinges on collective decisions, particularly in [...]
AI and the Warp Speed Economy: A Review of “The Coming Wave” by Mustafa Suleyman
By Garvin Jabusch.
“Modern civilization writes checks only continual technological development can cash.”
Mustafa Suleyman, The Coming Wave: [...]
Unlocking the Future: Key Takeaways from the 2023 Next Economy Index Rebalance
This summer we executed our annual rebalance of the Next Economy Index portfolio—which serves as both empirical compendium and basis for an investment [...]
AI, Large Language Models, and the Future of Economic Growth: Unpacking the Shift in Means of Production
By Garvin Jabusch.
In the ever-changing digital landscape, it's apparent that AI and Large Language Models (LLMs) have become more than just tools or [...]
AI in Health Care: Innumerable Applications, Abundant Opportunity
By Garvin Jabusch, CIOThis article was originally written as a contribution to a white paper that Pathstone is developing
From it’s uses in medical [...]
The Long View: Past Informs Future
The world, and economy, were complex and volatile throughout 2022. In Green Alpha’s signature investing style—combining macro trajectory analysis, [...]
Beyond the Headlines: Navigating the Economic Landscape with a Long-Term Lens