Category: Investment Commentary

GEOS September 2022 Update

    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 ›

GEOS August 2022 Update

  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 ›

GEOS July 2022 Update

    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 ›

Q2 2022 Essex Exchange

Our investment philosophy at Essex Investment Management rests on the early iden-tification of growth, wherever growth exists. Since our founding by Joe McNay in 1976, we have remained firmly committed to this investment philosophy.  We strongly believe in active equity management, using fundamental analysis to assess themes exhibiting strong long-term growth potential. Our investment teams research and then uncover...Click Here to... Read more ›

GEOS June 2022 Update

  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

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 ›

Q1 2022 Essex Exchange

The bad news finally overwhelmed the optimism of US investors during the first quarter of 2022 with the S&P 500 Stock Index de-clining 4.6%. Remarkably, this was only the fourth quarterly decline in the broad stock market averages in the past five years and the seventh such quarterly decline in the last 40 quarters. Much worse than expected inflation...Click Here... Read more ›

Nancy Prial Featured on Cheddar News Discussing Market Gains and Small Caps

Nancy Prial, Essex's Co-CEO and Senior Portfolio Manager, recently appeared on Cheddar News' Closing Bell to discuss the recent market gains amid Russia-Ukraine peace talks as well as the effects on small caps.  To view the entire video, please click here.       Please find important disclosures here. Read more ›

IPCC Report on Climate Adaptation

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 ›