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 [...]
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, [...]
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 [...]
ESG Scores Aren’t Enough to Achieve a Net-Zero Future ~ Bloomberg
Investing to match your values is pretty different from picking out the companies best able to survive in a sustainable, climate-aligned world.
Originally [...]
Webinar Invitation: Next Economy Investing During Volatile Times
It's a scary time around the world, including, but certainly not limited to, stock market volatility and COVID-19 fears. We want to help you make the best [...]
Recording: Next Economy Investing for the Financial Advisor
Next Economy Investing for the Financial Advisor - SRI Conference Advisor Summit
Earlier this month, Garvin Jabusch (CIO) spoke to advisors at the SRI [...]
Impact Takes More Than ESG ~ WealthManagement
Putting a “green” ESG screen over an old-line index of companies won’t achieve a truly sustainable portfolio prepared for future economic [...]
The Long View: Past Informs Future