insights

GEOS Thematic Update: Agricultural Productivity

  GEOS Thematic Update: Agricultural Productivity The Essex Global Environmental Opportunities Strategy (GEOS) invests in solutions to increase agricultural productivity and reduce the environmental impact of farming through our Agricultural Productivity and Clean Fuels theme. The GEOS Agricultural Productivity and Clean Fuels theme invests in clean technologies farmers need to increase yields and reduce the use of inputs such as... Read more ›

GEOS November 2022 Update

  Essex Global Environmental Opportunities Strategy (GEOS) November 2022 Update     The global equity markets had a long overdue rally in October 2022, as inflationary forces abated. While the world is experiencing multitudes of risks, the equity market has climbed this wall of worry consistently over time. As we have expressed recently, we remain at the proverbial helm of... Read more ›

GEOS October 2022 Update

  Essex Global Environmental Opportunities Strategy (GEOS) October 2022 Update     After recovering early in the third quarter of 2022, the global equity market corrected in September, as investors obsessed over hawkish global central bank actions to cull this year’s inflation spike with concerns of a resultant global recession. Market volatility has been exacerbated by the ongoing dislocations stemming... Read more ›

Nancy Prial’s Debut on the Money Life With Chuck Jaffe Podcast

Nancy Prial, Essex's CO-CEO, recently made her debut on the Money Life With Chuck Jaffe Podcast during the Market Call part of the show, where Jeff speaks to experienced money managers about how they choose their stock selections based on market conditions. In this segment of the podcast, Nancy discusses the research methodology that goes into how Essex chooses to... Read more ›

Nancy Prial Featured on CNBC’s The Exchange – Small Cap Stocks and Inflation

Nancy Prial, Essex Investment's CO-CEO, recently was featured on CNBC's 'The Exchange' to discuss the impact inflation has had on Small and Micro Cap stocks, in addition to what sector she sees favorable at this time.  She also touches on her thoughts on the up-coming earning season.  To view the entire video, please click here.     To view the... Read more ›

Q3 2022 Essex Exchange

The market rebound of July and August came to an abrupt halt following Jay Powell's remarks at the Jackson Hole conference as it became clear to market participants that the excitement over a moderation of the Fed's tightening posture was premature.  Chair Powell, and other Fed speakers, have reiterated their stance that...Click Here to Read On Read more ›

GEOS Insights- Severe Weather and Adaptive Solutions

    Severe Weather and Adaptation Solutions Heatwaves in the US, UK, and China have continued to bring record breaking temperatures this summer. In the US, more than 100 million people have been affected by recent heatwaves that have prompted declarations of heat emergencies or extreme heat advisory warnings. In many cases, local temperatures exceeded 100 degrees Fahrenheit, even climbing... Read more ›

GEOS September 2022 Update

    Essex Global Environmental Opportunities Strategy (GEOS) September 2022 Update The global equity markets generally weakened in August, sensitive to the ongoing fight between inflation and the prospects of a resultant recession. As trading volumes lessened given summer holidays, the U.S. equity market was sensitive to commentary from the Federal Reserve given increasingly hawkish commentary regarding the on-going efforts... Read more ›

GEOS August 2022 Update

  Essex Global Environmental Opportunities Strategy (GEOS) August 2022 Update   The global equity markets rallied in July 2022, seemingly celebrating abating inflation rates and the prospects for softer economic landings. In the U.S., our economy has undoubtedly slowed given the close of pandemic stimulus and tightening of financial market conditions. Industrial economic indicators have declined significantly since 2021 but... Read more ›

GEOS July 2022 Update

    Essex Global Environmental Opportunities Strategy (GEOS) July 2022 Update   The first half market correction of 2022 can now be measured as the most extreme in over fifty years. The negative capital markets environment has been driven by the profound spike of inflation, the compound result of years of accommodative Federal Reserve policy coupled with the disruptions of... Read more ›