commentary

When Fundamentals and Fear Diverge: Navigating the Growth Stock Divide in 2023

In the third quarter of 2023, market volatility persisted as the ongoing struggle between unexpectedly stubborn inflation and the Federal Reserve's tightening [...]

From Risk to Reward: Unraveling the Paradox of Market Resilience in a Turbulent 2023

2023 so far has been characterized by volatility, both up and down. Markets have managed to remain positive in aggregate. Some of the reasons for this [...]

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, [...]

Year-to-date Macroeconomic Commentary ~ Audio Recording

The first four months of 2022 have been historic for the world, and dramatic for economies and markets. The dynamics involved are ongoing, so the geopolitical [...]