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 ›
Month: October 2024
Nancy Prial Featured on CNA Asia First
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 ›
Nancy Prial on Small Caps and Interest Rates
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 ›
Q3 2024 GEOS Review and Outlook
Essex Global Environmental Opportunities Strategy (GEOS) Third Quarter ended September 30, 2024 With the US Presidential election approaching, it seems everything has been politicized today, including most facets of the energy transition. Yet we believe any political risk for the clean tech sector is overly discounted at present, expediting attractive valuations and growth prospects. Beyond this exaggerated political... Read more ›