Author Archives: Danielle Park

GE offers a blueprint in corporate governance changes needed

As I have been pointing out for a couple of decades now, aggressive risk-taking and unsustainable return assumptions in retirement plans and pension funds are a reliable recipe for disappointment and financial hardship. The trouble is it can take years … Continue reading

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Inventor of the yield curve indicator explains code red now flashing

The discussion below with Campbell Harvey is insightful. The ‘could this time be different’ questions are common, but in reality, GDP growth is routinely revised lower months and years after initial estimates, so the fact that recent quarters have reported … Continue reading

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Smarter business models in a multi-stakeholder world

As discussed in our August 2018 client letter ‘Busting Trust(s)’ and more recently in Rejecting the highly destructive ‘shareholder first’ mentality, sustainable business models benefit not just shareholders but also other essential stakeholders like customers, employees, suppliers, community as well … Continue reading

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