Category: Investment Commentary

GEOS October 2021 Update

 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 ›

Q3 2021 Essex Exchange

The stock market has been strong through the first nine months of the year, with a total return of 15.9% as measured by the S&P 500 Index. While this YTD return is impressive enough on its own, it is truly remarkable considering the strength of the market in the prior two years (18.4% in 2020 and 31.5% in 2019 for... Read more ›

Essex GEOS September 2021 Update

  Essex GEOS Update September 2021    August brought a very alarming sneak preview at the Intergovernmental Panel on Climate Change (IPCC) release from its first working group Sixth Assessment, to be released next year. For the first time, the IPCC referred to climate “tipping points”, where in a two degrees Celsius world the globe can expect severe and continued... Read more ›

Investor Agenda’s Global Investor Statement Signed by Essex

At Essex Investment Management, we believe many of the world’s greatest problems can be solved though innovative solutions. Global climate change is the world’s greatest existential threat, and we believe its solutions present attractive long-term investment opportunities. It was our honor to sign the 2021 Global Investor Statement to Governments on the Climate Crisis: https://theinvestoragenda.org/wp-content/uploads/2021/09/2021-Global-Investor-Statement-to-Governments-on-the-Climate-Crisis.pdf   This Statement is the strongest... Read more ›

Nancy Prial Featured on TD Ameritrade Discussing a Possible Market Correction

Essex's CO-CEO, Nancy Prial, recently shared her thoughts on why she thinks the markets are in a pause right now and why they may be due for a correction.  She also shares her thoughts on specific investment areas and stocks to watch.  To see the entire video, please click here.         Please find important disclosures here. Read more ›