The Old Barons vs the Next Economy, Or, Why You Shouldn’t Believe Exxon’s CEO
By Garvin Jabusch.
ExxonMobil CEO Darren Woods has ignited fury with his recent Fortune interview, because everyone who understands the climate crisis for [...]
Investing in the Next Economy, A New Definition of Portfolio Risk ~ White Paper
In this paper, we define the Next Economy and its practical investment application, Next Economy Portfolio Theory.
Today's economy and the market drivers [...]
The Global Economy is Getting Worse and so is the Climate Crisis
What Does This Mean for the Big Picture?
By Garvin Jabusch.
A Fragmented World
The chances of a global recession are high with most major [...]
Investors Handed Stark Warning with Latest Climate Assessment ~ Bloomberg
IPCC report says "the extent and magnitude of climate change impacts are larger" than previously estimated.
Originally published by Bloomberg, February 28, [...]
The Crisis in Ukraine: Authoritarianism’s Threat to the Next Economy
Markets aside, the events of the past week have been devastating. Russia’s war on Ukraine is ending lives and placing millions more in harm’s way, while [...]
The Great Repricing: Next Economics and the Climate Crisis
When our friends and colleagues at Gitterman Asset Management asked us to contribute to an important and comprehensive report titled "The Great Repricing: [...]
Big Oil’s Bad Day in the Context of Portfolio Management
By: Garvin Jabusch
I was impressed this week by Graham Sinclair's thoughtful piece “Why 26 May 2021 Matters,” looking at “Big Oil’s Bad, Bad Day” [...]
Why Investing in Solutions to the Climate Crisis is the Ultimate Gender-lens Strategy, Part 2
“S” and “G” won’t matter if we don’t save the world
If you missed Part 1 in this series, where we discuss the climate crisis’s [...]
Constructing the Next Economy ~ A Green Alpha Infographic
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 [...]
The Long View: Past Informs Future