GEOS April 2022 Update It goes without saying that the global markets have been volatile for the start of 2022, reflecting broad investor angst, from continued pandemic complexities, to concerns regarding a protracted inflationary cycle. While we are amidst an inflationary cycle, we are taken by the commodity price spikes driven by the economic cycle as well as shocks... Read more ›
insights
Q1 2022 Essex Exchange
The bad news finally overwhelmed the optimism of US investors during the first quarter of 2022 with the S&P 500 Stock Index de-clining 4.6%. Remarkably, this was only the fourth quarterly decline in the broad stock market averages in the past five years and the seventh such quarterly decline in the last 40 quarters. Much worse than expected inflation...Click Here... Read more ›
Nancy Prial Featured on Cheddar News Discussing Market Gains and Small Caps
Nancy Prial, Essex's Co-CEO and Senior Portfolio Manager, recently appeared on Cheddar News' Closing Bell to discuss the recent market gains amid Russia-Ukraine peace talks as well as the effects on small caps. To view the entire video, please click here. Please find important disclosures here. Read more ›
IPCC Report on Climate Adaptation
IPCC Report on Climate Adaptation The UN Intergovernmental Panel on Climate Change (IPCC) recently released part two of their Sixth Assessment Report titled Climate Change 2022: Impacts, Adaptation and Vulnerability. Understandably, the report was overshadowed by Russia’s invasion of Ukraine and the ongoing humanitarian crisis in Ukraine. The US and other countries have imposed sanctions on Russia’s economy, including the... Read more ›
Essex 2021 ESG Update
Essex 2021 ESG Update Essex Investment Management, LLC, an independent, employee-owned institutional investment firm, continued to build upon our ESG progress from 2020 during the 2021 year. Essex became an official member of the UN Principles for Responsible Investment (PRI) in 2020 and we satisfied our annual reporting requirement to the PRI for the first time in 2021. In 2021,... Read more ›
GEOS January 2022 Update
GEOS January 2022 Update As we reflect on the volatility for clean technology stocks in 2021, cumulating with the correction of late December, we view much of the market action as unwarranted, and completely out of step with strong fundamental drivers. While we do concur that valuations were stretched in some segments of the clean technology stock... Read more ›
Q4 2021 Essex Exchange
The S & P 500 capped off another strong performance year with a Q4 2021 gain of 10.7%, culminating in a one year return of 26.9%, a two year compound annual return of 21.5%, and a five year compound annual return of 16.3%. Despite the strong absolute showing for the S&P in Q4, the quarter was marked by an increased... Read more ›
GEOS: Investing in Sustainable Farming – White Paper
The Essex Global Environmental Opportunities Strategy (GEOS) portfolio management team has released a whitepaper describing the GEOS approach to investing in agriculture – a key GEOS theme to optimize farm resources while maximizing agricultural yields: For the Executive Summary Click Here For the Full White Paper Click Here Please find other important disclosures here. Read more ›
COP26 and the Path Forward
COP26 and the Path Forward By Jack Lloyd Impact Analyst, Essex Investment Management With COP26, the 26th Conference of the Parties, wrapping up from Glasgow recently, it is important to take stock of the progress made to date and understand what needs to happen now. Advocates and critics have been quick to label COP26 as a success or an... Read more ›
GEOS October 2021 Update
Essex Global Environmental Opportunities Strategy (GEOS) October 2021 Update As we head into the fourth quarter, there are many reminders afoot regarding the urgent need to decarbonize our global economy. While investment has increased over the past several years towards the new energy economy, the emphasis has been on clean energy infrastructure investment – just one leg of the... Read more ›