Should we worry about the predominance of technology in the benchmarks? The technology sector was 39% of the Russell 1000 Growth at the end of March 2018 versus only 9% of the Russell 1000 Value. However, despite the strong performance of technology in general and the dominance of the FAANG themes in many growth investors’ portfolios, we believe that there... Read more ›
insights
The Essex GEOS Clean Slate Issue 5
The Essex GEOS Clean Slate Essex GEOS | Global Environmental Opportunities Strategy How impactful is your portfolio? A bi-weekly synopsis of articles and blogs on new technologies, recent developments and other items of interest in the clean tech and new energy arena. This newsletter is intended to provide food for thought and is not intended in any way as an... Read more ›
Q1 2018 Essex Exchange
While equities continue to be the best performing asset class over time, our current market view is balanced on an emphasis on stock selection and downside protection. We are still in the 2nd longest bull market since World War II but the market has shown some renewed volatility...... Read on Here Read more ›
The Essex GEOS Clean Slate Issue 4
The Essex GEOS Clean Slate Essex GEOS | Global Environmental Opportunities Strategy How impactful is your portfolio? A bi-weekly synopsis of articles and blogs on new technologies, recent developments and other items of interest in the clean tech and new energy arena. This newsletter is intended to provide food for thought and is not intended in any way as an... Read more ›
The Essex GEOS Clean Slate Issue 3
The Essex GEOS Clean Slate Essex GEOS | Global Environmental Opportunities Strategy How impactful is your portfolio? A bi-weekly synopsis of articles and blogs on new technologies, recent developments and other items of interest in the clean tech and new energy arena. This newsletter is intended to provide food for thought and is not intended in any way as an... Read more ›
Essex GEOS Q1 Outlook
The Current Outlook: As we reflect on 2017 with an eye to 2018, we are struck by the continued progression of clean technology, despite the negative sentiment of a year ago. While concerns were not baseless, much was made of the negative prospects for clean tech and new energy given an incoming Administration that denounced clean technology solutions in... Read more ›
The Essex GEOS Clean Slate Issue 2
The Essex GEOS Clean Slate Essex GEOS | Global Environmental Opportunities Strategy How impactful is your portfolio? A bi-weekly synopsis of articles and blogs on new technologies, recent developments and other items of interest in the clean tech and new energy arena. This newsletter is intended to provide food for thought and is not intended in any way as an... Read more ›
The Essex GEOS Clean Slate Issue 1
The Essex GEOS Clean Slate Essex GEOS | Global Environmental Opportunities Strategy How impactful is your portfolio? A bi-weekly synopsis of articles and blogs on new technologies, recent developments and other items of interest in the clean tech and new energy arena. This newsletter is intended to provide food for thought and is not intended in any way as an... Read more ›
Q4 2017 Essex Exchange
Here we are into the ninth year of a very favorable equity market environment which happens to be the second longest bull market in history. Unfortunately the longest, which ended in 2000, coincided with the end of the dot com era and we all re-member what followed! This naturally raises questions and concerns over where we go from here... Read... Read more ›
Q3 2017 Essex Exchange
The third quarter of 2017 was an eventful one for both the stock market and for Essex Investment Management. The market continued to make new highs, with the S&P 500 Index posting a 4.0% return for the quarter (12.5% year to date). Stocks have moved higher based on continued economic growth in the U.S. coupled with a recovery in economic... Read more ›