ESG

Balancing Act: AI, Geopolitics, Climate, and Inflation

As we assess the developments of the third quarter of 2024, the economic landscape has remained dynamic, with both positive growth signs and significant risks [...]

Interest rates may finally be moderating. Now what?

By Garvin Jabusch. After raising interest rates an unprecedented 21-fold (from a target range of 0%-0.25% in March of 2022, to 5.25%-5.50% since last July) [...]

Beyond the Headlines: Navigating the Economic Landscape with a Long-Term Lens

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 [...]

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 [...]

A Storm Inside Their Minds: Understanding the Link Between Climate Change and Youth Mental Health

By Garvin Jabusch. For many young people, climate change fosters a downpour of dread, flooding their mental landscapes with anxious uncertainty. Far [...]

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 [...]

Green Alpha’s House of Reps Testimony Revisited: Reflecting on Climate Momentum in the Wake of Capitol Hill’s Current ESG Focus

Many of you have been following Green Alpha Investments and our insights for years, and for that we're grateful. Those who have may recall the important [...]