As the climate becomes less stable, we believe it will lead to a reshuffling of the entire system, starting with the most vulnerable sectors: All of these factors lead to what we believe is one unavoidable conclusion: capital will flow toward climate adaptation and resilience, and the markets will reward the companies that are best…
Read full article
While many firms focus solely on front end exposure to AI (i.e. the Mag 7), we feel this carries some risk in the event of a bubble burst. By focusing on companies that support the foundation of a wider AI build out, we believe we can protect portfolios from this risk while still benefiting from…
Read full article
Water is often overlooked as an investment. But while 71% of the Earth’s surface is underwater1, potable water – clean, drinkable water – is scarce, especially in water-stressed regions. Water plays a crucial role in ~60% of global GDP2, touching all economic and social sectors in some form. However, its economic worth is not well…
Read full article