insights

      Essex Global Environmental Opportunities Strategy (GEOS) March 2023 Update     As the global equity markets digested fourth quarter 2022 earnings in February, the markets succumbed to concerns about stock valuations amidst the ongoing battle between economic strength and inflation. Generally speaking, our companies in the Essex Global Environmental Opportunities Strategy (GEOS) had good earnings results with... Read more ›

Opportunities in Net-Zero Value Chains For many investors and stakeholders, a large company like Amazon or Walmart announcing a commitment to reach net-zero emissions is welcomed. Net-zero goals are evidence that large corporations are “doing their part” to address global emissions and acting as responsible corporate citizens. From a business perspective, net-zero commitments can enhance customer loyalty, driven by an... Read more ›

  Essex Global Environmental Opportunities Strategy (GEOS) February 2023 Update     Companies continue to face pressure from investors and other stakeholders to disclose more ESG-related information. However, it is important to differentiate strong ESG reporting from strong ESG performance. Strong ESG reporting can be characterized as companies disclosing useful information about their material ESG risks and opportunities. Frequently, companies... Read more ›

  Inflation Reduction Act: Accelerating the Low Carbon Transition The Essex Global Environmental Opportunities Strategy (GEOS) team believes the US Inflation Reduction Act (IRA) will catalyze growth for clean technologies in the US and accelerate the low carbon transition. The IRA provides at least $369 billion to support the energy transition, primarily through tax credits, with key areas of focus... Read more ›

    Essex Global Environmental Opportunities Strategy (GEOS) January 2023 Update     To say 2022 was a difficult year for the global capital markets would be an understatement. The fourth quarter of 2022 was off to a better start, with positive returns for October and November. With December came selling pressure as the market focused on macro factors versus... Read more ›

  Essex Global Environmental Opportunities Strategy (GEOS) December 2022 Update   The global equity market continued with positive performance for the month of November 2022 following the trend set in October. The market was appeased by lower global commodity prices along with less hawkish Federal Reserve commentary signaling the prospects for lower interest rate hikes in December. On the environmental... Read more ›

  Hedging Portfolio Climate Risk with GEOS Global investors have broadly gravitated towards climate change as the most material ESG factor given the potential for climate change to reshape the economy and impact their portfolios and future returns. To manage portfolio climate risks, many investors have started using “net-zero aligned” or low carbon strategies that seek to reduce the portfolio’s... Read more ›

  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 ›

  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 ›