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 ›
insights
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 ›
Q3 2022 Essex Exchange
The market rebound of July and August came to an abrupt halt following Jay Powell's remarks at the Jackson Hole conference as it became clear to market participants that the excitement over a moderation of the Fed's tightening posture was premature. Chair Powell, and other Fed speakers, have reiterated their stance that...Click Here to Read On Read more ›
GEOS Insights- Severe Weather and Adaptive Solutions
Severe Weather and Adaptation Solutions Heatwaves in the US, UK, and China have continued to bring record breaking temperatures this summer. In the US, more than 100 million people have been affected by recent heatwaves that have prompted declarations of heat emergencies or extreme heat advisory warnings. In many cases, local temperatures exceeded 100 degrees Fahrenheit, even climbing... Read more ›
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 ›