Nancy Prial was recently featured on CNBC'S Fast Money to discuss the upcoming opportunities for Small Caps. To view the entire video, please click here. https://twitter.com/CNBCFastMoney/status/1300549538579714048 Read more ›
insights
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 ›
Marcy Carlin’s Insights on the Consumer Sector
Below is a video of Essex's Senior Vice President and Research Analyst, Marcy Carlin, in which she discusses changes that have affected consumer spending and confidence during COVID-19 as well as potential related investment opportunities. Read more ›
Nancy Prial Featured on Bloomberg
Nancy Prial, Essex's Co-CEO, recently spoke with Claire Ballentine from Bloomberg on the market's reaction to the economy now compared to earlier in the Spring. To see the full article, please click here. 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 ›
Recent Developments in Technology and the Post Pandemic Outlook
Below is a video of Essex's Vice President and Research Analyst, Anne Marie McMichael, discussing recent developments in technology and the outlook post Covid-19 with Essex's CO-CEO, Nancy Prial. 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 ›
Investing Strategies for Eco-Friendly Companies
Bill Page was recently featured on the TD Ameritrade Network to discuss the future of ESG funds and why he is focused on the environmental stocks of ESG. To view the video, please click here. Please find important disclosures here Read more ›