Essex’s Nancy Prial was recently interviewed by the Wall Street Journal, regarding her outlook for the market and the U.S economy. To read more on Nancy's thoughts and why this could be setting up a rally, please click here. Read more ›
insights
Why Water Investing Could Make a Splash
Bill Page was recently interviewed by Bloomberg for his views of how investing in water could lead to growth opportunities. Below is an excerpt from the Bloomberg article, and the link to read on. “A water crisis-ridden world may not be imminent, but it looks to be getting closer. The United Nations estimates that 2.1 billion people around the world... Read more ›
It Matters Now
It Matters Now Our broad thesis behind Essex’s Global Environmental Opportunities strategy is that the environment has a number of substantial challenges (clean air, potable water, climate change, etc.) that are solvable through investment in new, clean technologies and a weaning off dependence on fossil fuels. In our view, fossil fuel companies and related businesses ultimately are doomed to failure,... Read more ›
Nancy Prial on Fox Business on Small Caps in the Current Market Environment
Essex’s own Nancy Prial was featured this week on Fox Business’s Countdown to the Closing with host Liz Claman, which airs from 3:00 PM to 4:00 PM daily. She discussed Small Caps in the current market environment, while also diving into a few stocks enjoying success despite the economic slowdown. Please click here to view her appearance: Read more ›
Q3 2019 Essex Exchange
Don’t fight the Fed! We have all heard this adage each time the Fed embarks on an easing cycle and yet, each time, the market goes through a period of time when it doubts that the Fed will in fact be able to stimulate economic growth. How many times have we heard that the Fed is pushing on a string,... Read more ›
Rob Uek on the Rapidly Changing Landscape of the Electric Utility Industry
Essex Co-CEO and Senior Portfolio Manager Rob Uek recently had an article on his view of the energy storage trend, with behind the meter devices featured on Renewable Energy World. Rob touches on the rapid cost deduction and adaption of home energy storage and who he sees as the beneficiaries. To read more on his thoughts on the rapidly changing... Read more ›
Nancy Prial on TD Ameritrade Discussing Feds Impact on Small Caps
Essex CO-CEO and Senior Portfolio Manager Nancy Prial, recently had an appearance on TD Ameritrade Network to discuss her views on the Feds impact on Small Caps, how to pick small caps, and a few of her holdings. To view her appearance please click here: Read more ›
Bill Page featured on Bloomberg Radio
Bill Page, Senior Portfolio Manager of the Essex Global Environmental Opportunities Strategy (GEOS) was interviewed last week on Bloomberg Radio, to discuss and state the case for clean tech investing. To listen to the segment, please scroll to 27:30: https://www.bloomberg.com/news/audio/2019-09-13/wework-makes-changes-investing-in-global-disruption-podcast Read more ›
Bill Page featured in Collaboration Capital Climate Investing Roundtable
Last month, Essex Global Environmental Opportunities Strategy (GEOS) portfolio manager Bill Page was featured in a Climate Investing Roundtable hosted by Essex GEOS client Collaboration Capital. The goal of the Roundtable was to state the case for moving the needle on climate solutions. GEOS invests in the technologies that are solving the world’s environmental challenges, and solves six important U.N.... Read more ›
Q2 2019 Essex Exchange
Many market prognosticators have labelled this Bull market as the “Central Bankers’ Bubble.” Certainly, after years of Quantitative Easing, it is fascinating to see the world’s Central Banks backpedaling into accommodative policies after only a few fleeting moments of tightening. But what does that really mean? Look at Japan, after years of buying Japanese ETFs, the Bank of Japan now... Read more ›