Posts By: aappel

Traditional portfolios may face increasing challenges in 2025.  Strong multi-year returns have pulled forward a great deal of alpha, but may temper future growth.  Additionally, the concentration in mega-cap stocks and limited diversification from small-cap… Read more »

Why Consider Thematic Investing? Thematic investing is becoming an increasingly popular way for investors to capitalize on potential long-term structural trends driven by macroeconomic, regulatory, and technological shifts. Unlike market-cap weighted indices dominated by a… Read more »

Jeff recently led a panel for the Equities.com online event, Investment Strategies Under a Trump Administration, titled “Transition vs. Addition Economy: How A.I. Changes Our View of Energy.” The purpose of the panel was to… Read more »

Our emails about climate solutions focus mostly on aligning investment portfolios with mitigation and adaptation. However, integrating climate risks into holistic financial planning may offer opportunities for advisors to make even more meaningful long-term client… Read more »

In his most recent NYSE interview, Jeff suggests that those interested in sustainable investing will likely need to re-evaluate their approach on several fronts as policies begin to shift. As A.I. demand increases and data… Read more »

Leslie Norton, editorial director for sustainability at Morningstar, recently sat down with Jeff to discuss climate-focused portfolios and the potential implications of the recent election for climate and sustainable investing. Regardless of political affiliation and… Read more »

The world is witnessing a paradigm shift as climate risk is increasingly priced across asset classes. Hurricanes, typhoons, wildfires, and droughts are not just natural disasters; they are now financial events with tangible impacts on… Read more »