Investing Beyond Benchmarks: The Active Management Revolution
16/09/2024
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By Garvin Jabusch.
In a world of polycrisis and rapidly evolving financial landscapes, investors are increasingly seeking strategies that not only deliver [...]
Beyond the Headlines: Navigating the Economic Landscape with a Long-Term Lens
1/07/2024
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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 [...]
Benchmarking Against the Sustainable Economy
18/07/2022
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By Garvin Jabusch, CIO.
In the field of investment management, one of the key performance metrics we’re judged against is our ability to generate [...]
Investing for a Zero-Risk Economy ~ White Paper
21/06/2022
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The question is as old as it is simple: how can we construct portfolios to maximize performance gains and reduce risk? While some approaches have insights, [...]
Year-to-date Macroeconomic Commentary ~ Audio Recording
27/04/2022
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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 [...]
2021: A Mosaic of Consolidation, Growth, and Impact
18/01/2022
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Where investments are made – where capital flows – defines what the economy is. What we purchase and use, how we use it, and how we power it: the whole [...]
Investing for Impact: What’s the Endgame?
25/08/2021
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By Garvin Jabusch, CIO
It seems simple: invest for capital preservation and growth, and also to have impact on an issue you care about. But in practice, [...]
Systemic Risks & Economic Solutions: Transportation
22/03/2021
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With transportation contributing ~8 gigatons of greenhouse gases (CO2 equivalent) to the atmosphere each year, the sector is a key driver of the climate [...]
Constructing the Next Economy ~ A Green Alpha Infographic
17/12/2020
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The shape of the economy emerges from where our money goes. Therefore, Green Alpha only invests in companies solving for the system-level risks of the climate [...]
Balancing Act: AI, Geopolitics, Climate, and Inflation