Events
January 29, 2026

Q1 2026 Market Outlook Webinar: Scenarios, Narratives, and Reality

Sometimes, we are asked why we focus on climate as an investment theme given the rise of AI, energy demand, and climate policy atrophy.

Our answer is simple: economic realities persist even as policies and headlines change. We are a thematic asset manager, and our strategies come from a deep analysis of how global systems evolve across energy, infrastructure, resources, and climate risk:

  • Climate adaptation and resilience are unavoidable as infrastructure ages and physical risks rise.
  • Long-term themes outlast short-term narratives: While U.S. headlines may suggest a climate retreat, global capital allocation continues to point toward energy addition, efficiency, and resilience.
  • Thematic insight drives better selection, helping identify mispriced risks and durable sources of alpha.

Please watch the replay where we’ll discuss the macro forces shaping the markets and how we translate thematic insight into portfolio action.

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Gitterman Asset Management/Gitterman Wealth Management is a dba of Perigon Wealth Management, LLC (“Perigon”). Perigon is an SEC registered investment advisor.

All information provided is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product or an endorsement of any third party or such third party’s views. The information contained herein has been obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Perigon Wealth Management. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice. Neither Perigon Wealth Management nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your circumstances.

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