insights

Technology has transformed investing dramatically. The stock market, once the domain of seasoned investment professionals, now has algorithmic trading, speculative hedge funds, and a slew of day traders, all vying for short-term gains. While these new strategies provide liquidity and rapid-fire responses to market data...Click to Read More     Please find important disclosures here. Read more ›

Essex's Co-CEO, Nancy Prial, was recently featured on CNA Asia First for a US markets discussion based around semiconductor and chipmaker names as well as semiconductor names and they're involvement with AI.  To view the entire video please click here.           Please find important disclosures here Read more ›

Fed Rate Cuts Often Ignite Small-Cap Outperformance Fed rate cuts have often acted as a catalyst for small-cap outperformance, with this segment frequently outperforming large-caps over the next 3, 6, and 12 months. Coupled with cheap valuations, accelerating M&A activity, and improving earnings, we are optimistic that the recent trend of small-caps outperforming large-caps can continue. Additionally, tight high-yield spreads... Read more ›

Small Cap Stocks Provide Opportunities During Election Years  Every four years, investors wonder what the potential impacts of both the election cycle and the subsequent election results might be.  Small cap stocks, as well as other asset classes, can exhibit unique performance patterns during election years, influenced by the political and economic uncertainty that often surrounds these periods.  September, in... Read more ›

Essex's CO-CEO Nancy Prial, along with global market strategist Brian Levitt from Invesco recently discussed their thoughts on the current outlook for Small Caps.  Nancy touches on her optimism of the Small Cap market after coming off of the second worst underperformance cycles since 1926 and what is currently driving the US economy.  She also speaks on specific names and... Read more ›