Category: Global Environmental Opportunities

  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 ›

  Essex Global Environmental Opportunities Strategy (GEOS) October 2022 Update     After recovering early in the third quarter of 2022, the global equity market corrected in September, as investors obsessed over hawkish global central bank actions to cull this year’s inflation spike with concerns of a resultant global recession. Market volatility has been exacerbated by the ongoing dislocations stemming... Read more ›

    Severe Weather and Adaptation Solutions Heatwaves in the US, UK, and China have continued to bring record breaking temperatures this summer. In the US, more than 100 million people have been affected by recent heatwaves that have prompted declarations of heat emergencies or extreme heat advisory warnings. In many cases, local temperatures exceeded 100 degrees Fahrenheit, even climbing... Read more ›

    Essex Global Environmental Opportunities Strategy (GEOS) September 2022 Update The global equity markets generally weakened in August, sensitive to the ongoing fight between inflation and the prospects of a resultant recession. As trading volumes lessened given summer holidays, the U.S. equity market was sensitive to commentary from the Federal Reserve given increasingly hawkish commentary regarding the on-going efforts... Read more ›

  Essex Global Environmental Opportunities Strategy (GEOS) August 2022 Update   The global equity markets rallied in July 2022, seemingly celebrating abating inflation rates and the prospects for softer economic landings. In the U.S., our economy has undoubtedly slowed given the close of pandemic stimulus and tightening of financial market conditions. Industrial economic indicators have declined significantly since 2021 but... Read more ›

    Essex Global Environmental Opportunities Strategy (GEOS) July 2022 Update   The first half market correction of 2022 can now be measured as the most extreme in over fifty years. The negative capital markets environment has been driven by the profound spike of inflation, the compound result of years of accommodative Federal Reserve policy coupled with the disruptions of... Read more ›

  Essex Global Environmental Opportunities Strategy (GEOS) May 2022 Update   Global equity market volatility abated a bit in the month of May 2022, yet concerns remain regarding inflation, and the resulting interest rate cycle as monetary policy tightens. For the Essex Global Environmental Opportunities Strategy (GEOS), first quarter 2022 earnings were constructive overall. The fundamentals for environmental investing –... Read more ›

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 ›