GEOS June 2020 Review and Outlook The second quarter of 2020 brought a global equity market that waxed and waned between one of vibrance, catalyzed by historically unprecedented support from stimulus packages, to volatility based on the timing for the recovery of the COVID-generated economic crisis. While we believe an eventual economic recovery will unfold in... Read more ›
Month: July 2020
Take Your Pick
Take Your Pick By Robert J. Uek, CFA Co-Portfolio Manager, Essex Environmental Opportunities Fund We came across an article in today’s Financial Times discussing the growth opportunities in offshore wind power in the United States. The lead paragraph states that “US investment in offshore wind power is predicted to rise from nothing 10 years ago to a level that nearly... Read more ›
Marcy Carlin’s Insights on the Consumer Sector
Below is a video of Essex's Senior Vice President and Research Analyst, Marcy Carlin, in which she discusses changes that have affected consumer spending and confidence during COVID-19 as well as potential related investment opportunities. Read more ›
Nancy Prial Featured on Bloomberg
Nancy Prial, Essex's Co-CEO, recently spoke with Claire Ballentine from Bloomberg on the market's reaction to the economy now compared to earlier in the Spring. To see the full article, please click here. Read more ›
Q2 2020 – Essex Exchange
Millennials Can Lead The Way I often have to double check this, but I am a millennial; and while I can’t speak for all of us, I think there is some intri-guing upside percolating from our generation. In particular, I believe a new wave of companies led by millennials are forging a brighter future for us all.... Please Click Here... Read more ›