Trade topics are dominating headlines recently. While a certain number of these topics, such as the US relationship with China, might be too opaque for now, investors and analysts can gather interesting intel about the tariffs that are already in place, mainly steel tariffs.
Continue reading “Reactions To Trump’s Steel Tariffs Are All Over The Map”
It’s a New Year, and there was certainly a lot to talk about as the stage is set for the rest of 2019. The United States government shut down for a record 35 days; Theresa May’s Brexit deal fell flat; and international leaders discussed some of the biggest global issues at the World Economic Forum. Earnings season also came in swinging, with some big news from one of the most influential tech companies in the world.
Continue reading “AlphaSense Roundup: Top Trends Of January 2019”
Later this year, Disney will launch its streaming service, Disney+, a prime competitor to the incumbent streaming service leader, Netflix.
Continue reading “Disney vs. Netflix: Competition Heats Up In Streaming Services Fight”
The latest 2018 semi-annual ESG Trends Report (published as part of US SIF comprehensive tracking since 1995) reaffirms the compelling increase of ESG inclusion in mainstream investment decision-making.
Continue reading “ESG Investments Reach All-Time High: Is It Time For A Sustainability Strategy?”
Insurance companies are in an interesting position when it comes to ESG/Sustainability. Like with other sectors, it appears as though especially midsize-to-smaller U.S. carriers are late to the party in competitive ESG/Sustainability positioning. But that might be changing.
Continue reading “Insurers’ Risk Mitigation And Return Opportunities Through ESG/Sustainability”
With just a week to go to until election day in the United States, the oil industry is on edge about a new initiative on the Colorado ballot this voting cycle. The imminent Proposition 112 vote is the most important political event for the O&G industry in recent memory.
Continue reading “Proposition 112 Poses An Existential Threat To The Colorado Oil Industry”
In the oil and gas markets, both Wall Street and Main Street participants float in volatile waters.
Continue reading “Understanding Reactions to the Volatility Surrounding the Permian Oil Basin”
Among many astounding developments pertaining to ESG/Sustainability in the past year, the ISS launch of its Environmental & Social Quality Score appears to have captured the attention of most remaining corporate boards on the fence about proactive attention to their company’s sustainability stance and strategy.
Continue reading “ESG/Sustainability: Anticipating 2019 On The Heels Of 2018 Developments”
Another year, another government shutdown
Continue reading “Analyzing Impact Of The 2019 Government Shutdown”
Weather and supply chain issues have delayed the manifestation of the optimism, but 4Q17 earnings season confirmed that 2018 will be a good year.
Continue reading “Optimism Prevails Across the Oilfield Marketplace”
