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 [...]
Navigating the Sustainable REIT Market: Green Alpha’s Essential Guide
By Jeremy Deems and Garvin Jabusch.
Welcome to our dive into the dynamics of the Real Estate Investment Trust (REIT) market. Here, we hope to bring a fresh [...]
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 [...]
If we accept the facts of climate change, we can see the radical changes necessary for investment management
By Garvin Jabusch, CIO.
The world is facing a critical juncture in its history, where the survival of humanity and countless other species is at stake. The [...]
Bombshell IPCC Report Ignored By Stock Markets. What Does That Mean?
By Garvin Jabusch.
On Monday March 20th, the IPCC released its Synthesis Report of the comprehensive Sixth Assessment Report of the state of global [...]
Webinar with Green Alpha’s Founders and Portfolio Managers: Tuesday, March 28th
We hope you'll join us for a timely, concise, and fun conversation with Garvin Jabusch and Jeremy Deems. They will focus the 25 minutes of prepared remarks on [...]
What’s the Reality of ESG Investing? ~ It’s the Economy, KGNU
Liz Lane, host of KGNU shows such as It's the Economy, recently reached out to Betsy Moszeter with a variety of questions about ESG investing. Like many she [...]
Investing in a Time of Polycrisis
By Garvin Jabusch, CIO.
The World Economic Forum (WEF) creates an annual list of the top economic risks facing the world over the coming year, two [...]
Next Economy Investing in Agriculture: Solutions Emerge from Understanding Threats. Part II: Farming Equity and Equality
If you missed part I, which discusses how water affects every aspect of the agricultural system from farm to fork, you can read it here: Part 1: Water [...]
2023 YTD Macroeconomic Commentary