GEOS June 2020 Review and Outlook

        GEOS June 2020 Review and Outlook The second quarter of 2020 brought a global equity market that waxed and waned between one of vibrance, catalyzed by historically unprecedented support from stimulus packages, to volatility based on the timing for the recovery of the COVID-generated economic crisis. While we believe an eventual economic recovery will unfold in... Read more ›

Take Your Pick

Take Your Pick By Robert J. Uek, CFA Co-Portfolio Manager, Essex Environmental Opportunities Fund We came across an article in today’s Financial Times discussing the growth opportunities in offshore wind power in the United States. The lead paragraph states that “US investment in offshore wind power is predicted to rise from nothing 10 years ago to a level that nearly... Read more ›

Q2 2020 – Essex Exchange

Millennials Can Lead The Way I often have to double check this, but I am a millennial; and while I can’t speak for all of us, I think there is some intri-guing upside percolating from our generation. In particular, I believe a new wave of companies led by millennials are forging a brighter future for us all.... Please Click Here... Read more ›

GEOS May 2020 Review and Outlook

GEOS Review and Outlook, May 2020   The global equity market has exhibited tremendous perseverance amidst a multitude of strife, from economic, to political and civil. At this writing, while our world fights the COVID pandemic, we are amidst civil unrest in the U.S. while the economy wrestles with critically-high levels of unemployment. While we too question the equity market... Read more ›

Covid-19: The Great Accelerator

COVID-19: The Great Accelerator June, 2020   As we begin to emerge from the economic lockdown and confront the aftermath of the COVID-19 pandemic, a few things have become clear to us.  The impact of COVID-19 has been massive:  unemployment rates not seen in our lifetimes, unprecedented levels of government stimulus and a huge decline in GDP growth are just... Read more ›