Essex Global Environmental Opportunities Strategy (GEOS) February 2023 Update Companies continue to face pressure from investors and other stakeholders to disclose more ESG-related information. However, it is important to differentiate strong ESG reporting from strong ESG performance. Strong ESG reporting can be characterized as companies disclosing useful information about their material ESG risks and opportunities. Frequently, companies... Read more ›
insights
GEOS- Inflation Reduction Act
Inflation Reduction Act: Accelerating the Low Carbon Transition The Essex Global Environmental Opportunities Strategy (GEOS) team believes the US Inflation Reduction Act (IRA) will catalyze growth for clean technologies in the US and accelerate the low carbon transition. The IRA provides at least $369 billion to support the energy transition, primarily through tax credits, with key areas of focus... Read more ›
GEOS January 2023 Update
Essex Global Environmental Opportunities Strategy (GEOS) January 2023 Update To say 2022 was a difficult year for the global capital markets would be an understatement. The fourth quarter of 2022 was off to a better start, with positive returns for October and November. With December came selling pressure as the market focused on macro factors versus... Read more ›