Next Economics

The Semiconductor Imperative: Redefining Sustainable Investing

By Garvin Jabusch. Image Source: Environmental Protection "The Role of Technology in Environmental Sustainability" Traditional notions about what [...]

Investing in the Future: How Sustainability-Oriented Strategies Beyond ESG Mitigate Risk

By Garvin Jabusch. Abstract The best way to de-risk investments is to defuse the main risks to the economy. The best way to defuse primary economic [...]

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 [...]

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 [...]

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 [...]

AXS Investments Launches the AXS Green Alpha ETF (NXTE) as Industry’s First ETF Capturing Next Economy Leaders

NXTE is the latest in the AXS & Green Alpha partnership to provide investors unique exposure to companies leading the Next Economy NEW YORK, [...]

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 [...]

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: [...]

Quantum Computing, AI, and Asset Management

Quantum computing capabilities represent a step change for the global economy. In October 2019, Google AI Quantum represented that their quantum processor [...]