Portfolio Management Must Become Existentially Conservative | The JEI

Garvin F. Jabusch, Cofounder and Chief Investment Officer of Green Alpha®Advisors, LLC Traditional asset management spends a lot of time worrying about traditional macroeconomic indicators. Slowing Chinese growth. Eurozone GDP. The latest gyrations in gold. And in the short term, these things can and do cause market volatility. Yet history has shown over and again that these and their like present …