Category: Global Environmental Opportunities

  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 ›

IPCC Report on Climate Adaptation The UN Intergovernmental Panel on Climate Change (IPCC) recently released part two of their Sixth Assessment Report titled Climate Change 2022: Impacts, Adaptation and Vulnerability. Understandably, the report was overshadowed by Russia’s invasion of Ukraine and the ongoing humanitarian crisis in Ukraine. The US and other countries have imposed sanctions on Russia’s economy, including the... Read more ›

  GEOS January 2022 Update     As we reflect on the volatility for clean technology stocks in 2021, cumulating with the correction of late December, we view much of the market action as unwarranted, and completely out of step with strong fundamental drivers. While we do concur that valuations were stretched in some segments of the clean technology stock... Read more ›

The Essex Global Environmental Opportunities Strategy (GEOS) portfolio management team has released a whitepaper describing the GEOS approach to investing in agriculture – a key GEOS theme to optimize farm resources while maximizing agricultural yields:   For the Executive Summary Click Here   For the Full White Paper Click Here         Please find other important disclosures here. Read more ›

  COP26 and the Path Forward By Jack Lloyd Impact Analyst, Essex Investment Management With COP26, the 26th Conference of the Parties, wrapping up from Glasgow recently, it is important to take stock of the progress made to date and understand what needs to happen now. Advocates and critics have been quick to label COP26 as a success or an... Read more ›

 Essex Global Environmental Opportunities Strategy (GEOS) October 2021 Update   As we head into the fourth quarter, there are many reminders afoot regarding the urgent need to decarbonize our global economy. While investment has increased over the past several years towards the new energy economy, the emphasis has been on clean energy infrastructure investment – just one leg of the... Read more ›

Essex GEOS Co-Portfolio Manager, Bill Page, was recently interviewed with Chris Knapp of Robertson Stephens for a piece on the needed focus for ESG investing. To read the article please click here.               Please find important disclosures here Read more ›