Category Archives: Main Page

The end of secular norms

Posted on December 12, 2023 by Danielle Park

A worthwhile overview of current conditions and implications for asset prices and unemployment in this presentation… In his Dec. 5, 2023, webcast, DoubleLine CEO and Chief Investment Officer Jeffrey Gundlach (0:06) tours a global environment undergoing a sweeping breakdown of … Continue reading →

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Markets have not yet priced new normal of slower growth China

Posted on December 11, 2023 by Danielle Park

Our September 30, 2021, client letter “Shifting Foundations” highlighted the default of Chinese property developer Evergrande as a turning point in the real estate-centric China growth story with broad implications for the global economy: China’s property sector has been the … Continue reading →

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Danielle on CBC Weekend Business Panel

Posted on December 9, 2023 by Danielle Park

Danielle was a guest on the CBC Weekend Business Panel, talking about the Bank of Canada rate decision, grocery prices and McDonald’s efforts to increase sales. You can watch a video clip of the segment here.

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