“There are very few times that I see a topic and I think, this is unbelievable.  It’s a hugely investible idea, great returns, and [almost] no one is focused on it.  No one is putting… Read more »

The Allianz Risk Barometer tracks the most important corporate concerns for the year ahead, as voted for by 3,700+ risk management experts from 106 countries and territories. After the top concern of cyber security, the number 2, 3,… Read more »

The commentary highlights the growing appeal of thematic investing, which focuses on opportunities in areas like climate adaptation, energy efficiency, and resource scarcity. Unlike traditional investments such as the S&P 500, which emphasize large and… Read more »

2024 will be remembered as the first-year global temperatures consistently surpassed the 1.5°C threshold above pre-industrial levels. This milestone signals a new era of climatic volatility, where we believe increasing extreme weather events will test… Read more »

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 »