Thinking Hard about the China Overproduction Narrative
By Garvin Jabusch.
Watch almost any financial news network recently, and you almost can’t help yourself assimilating a major new narrative: China's [...]
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 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 [...]
The Long View: Past Informs Future
The world, and economy, were complex and volatile throughout 2022. In Green Alpha’s signature investing style—combining macro trajectory analysis, [...]
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 [...]
Climate & Capital Conference ~ Audio & Visual Recording
We are honored to have had Betsy Moszeter participate in the important Equity Perspective on Climate Risks and Opportunities session at the Climate & [...]
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 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 [...]
2021: A Mosaic of Consolidation, Growth, and Impact
Where investments are made – where capital flows – defines what the economy is. What we purchase and use, how we use it, and how we power it: the whole [...]
Q1 2024 Macroeconomic Review: Tenacious Inflation’s Lingering Impacts