In the context of this Industry Update, we recognize a continuous interaction between the real estate and construction markets. We will report on important aspects of each, as well as regional distinctions across our target geography. But overall we regard the construction and real estate executive...

Women appear to be making progress in increasing their share of the C-suite. Specifically, the evidence suggests that 26% of CEOs and Managing Directors in 2021 were women as opposed to 15% in 2019. [See source.] Barrett Group research supports this notion, showing an improvement from 24% to 25% in...

Introduction e-Commerce As a definition of e-commerce “commercial transactions taking place over the internet” seems a bit general. Virtually every business has this characteristic in the meantime. In fact, in this context, we usually think of the big firms that have evolved to be largely internet-based...

Big Tech Introduction When minus 26.8% is the best performance in a peer group, clearly the group’s performance was dismal. And yet, that is how 2022 shook out for big tech stocks.   They were not alone, of course, with other tech darlings such as Salesforce or Tesla also performing poorly. In...

Energy Introduction Fossil Fuels in Retreat A slowing economy has reduced demand for oil in 2022 even while the supply has tightened with OPEC+ curbing production again after an increase in Q3. Global oil inventories rose as a result while refining capacity throttled back at least in the short term,...

Management Consulting Introduction When researching the management consulting industry, the first aspect one is likely to notice is its amorphous contours; as one source puts it: “Despite the relatively mature state of the market, the large variety of services (industries, functional areas, market/region...

Introduction: Health Care As much as we might all prefer to see Covid-19 in the rearview mirror, it is not yet behind us. Coupled with increased infection rates from flu, the winter of 2022/23 will probably see resurgent strain on health care providers as they struggle to manage a lack of trained...

Introduction: Dry Powder and a few Questions about Private Equity and Venture Capital The last two years have been extremely strong in terms of fundraising for PE and VC firms. One measure had them sitting on as much as $1.4 trillion in fresh capital (dry powder) as of mid-year 2022 (See source.),...