The IT Sector is Paying Attention to ESG … Are You?
If you are in the IT sector and think, “ESG / sustainability is not that big of a deal for our company,” or worse, “nobody [...]
Inflation Fears Return to the Oilfield
In a previous AlphaSense blog post, I wrote that U.S. oil executives were preparing to grow their organizations again. Since then, a half-dozen private hydraulic [...]
Interest Rates… What Goes Down Must Come Up
Before the financial crisis, information about global central bank meetings was of moderate interest and included some basic news and research reporting on the event [...]
Net Neutrality at Risk?
Net neutrality, the principal that Internet service providers (ISPs) must treat all web traffic the same, was upheld under the Obama administration. However, under a [...]
A New Year for Sustainability Positioning in Lodging and Leisure
2016 marked a year of extraordinary structural activity across leading U.S. lodging and leisure companies. Structure is just one element of strategy. The sector has [...]
U.S. Oil Industry Welcomes Cyclical Inflection After 2 Years of Contraction
Oilfield service firms have been through the wringer for the past two years. That is changing now, and it is changing fast. Where We’ve Been [...]
