The Death of Stories and the Rise of Eco-Economics
The global investment landscape is currently undergoing a painful correction. As 2025 concluded, the performance data revealed a stark reality: many high-fee “alternative” funds merely matched the S&P 500 while exposing investors to significantly higher risk. This market inefficiency is exactly what the Helix Research Manifesto identifies as the “marketing gimmick” phase of ESG and Tech investing.
While the “herd” continues to chase Green Unicorns and AI hype, often funding data centers whose energy consumption rivals small nations, Helix Research focuses on the tension between profit and physical reality.
Key Free Insights:
The Talent War: Firms are spending billions to secure “proprietary weighting” insights that are often just box-ticking exercises.
The Structural Shift: We are entering an era where sustainability is a serious economic factor that drives alpha, not just “warm fuzzy feelings”.
Safety vs. Hype: Traditional industrial value remains the “Anchor” of a resilient portfolio, while “Green darlings” are increasingly identified as cash-burning furnaces.
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