Category: Investment Commentary

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 ›

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 ›

GEOS Thematic Update: Agricultural Productivity

  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 ›

GEOS November 2022 Update

  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 ›

GEOS October 2022 Update

  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 ›

Nancy Prial’s Debut on the Money Life With Chuck Jaffe Podcast

Nancy Prial, Essex's CO-CEO, recently made her debut on the Money Life With Chuck Jaffe Podcast during the Market Call part of the show, where Jeff speaks to experienced money managers about how they choose their stock selections based on market conditions. In this segment of the podcast, Nancy discusses the research methodology that goes into how Essex chooses to... Read more ›

Nancy Prial Featured on CNBC’s The Exchange – Small Cap Stocks and Inflation

Nancy Prial, Essex Investment's CO-CEO, recently was featured on CNBC's 'The Exchange' to discuss the impact inflation has had on Small and Micro Cap stocks, in addition to what sector she sees favorable at this time.  She also touches on her thoughts on the up-coming earning season.  To view the entire video, please click here.     To view the... Read more ›