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November 11, 2025

Q4 2025 Market Commentary: The Real Economy Strikes Back: Investing in Energy, Infrastructure, and Resilience

Our Climate Adaptation Separately Managed Account (SMA), which is largely solutions based, has outperformed the S&P 500 over the past 5 years by a cumulative 32%.1

Going into 2026, we believe liquidity is unlikely to drive material returns. Performance will instead hinge on assets that enable growth under conditions of structural scarcity. Capital will continue rotating toward the physical systems that sustain growth: energy, infrastructure, and resilience.

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Read Full Q4 2025 Market Commentary

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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.

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