Month: December 2022

GEOS December 2022 Update

  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

  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 ›