Month: January 2023

GEOS- Inflation Reduction Act

  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 ›

GEOS January 2023 Update

    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 ›

Q4 2022 Essex Exchange

2022 was a year that started with rosy expectations.  The stock market was near all-time highs.  Unemployment was near all-time lows. Inflation was under control. Real estate was booming. Cryptocurrencies were on the verge of being accepted as an institutional asset class (and had recently been adopted a legal tender in El Salvador). Interest rates and mortgage rates were near... Read more ›