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2023 VISUALIZED
As we head into the holiday season, we wanted to extend our thanks on behalf of the entire Gallant MacDonald team. Like the last few years, 2023 was not without its share of intensity, but we leave this year with an immense sense of gratitude. The team has grown, there are more interesting opportunities than we have seen in a long time, and most importantly, we got to spend each day surrounded by an incredibly interesting and impressive group of clients, partners, and team members.
We are feeling fortunate this holiday season, and we wish that for all of you and your families in this special time of year.
Gallant MacDonald Team Update
This month we have the privilege of welcoming Brian Frade to our team! Brian joins us with 12 years of experience in the industry and a deep knowledge of operations and regulatory frameworks. We couldn’t be more pleased to have him as part of Gallant MacDonald.
On the other side, Laureen Robinson is retiring at the end of the month after a storied career. She will be missed by clients and the team alike!
Shein is maybe the best example of the velocity at which the world currently moves. Fast fashion has been around for a while now, but Shein is a beast all on its own. They list thousands of new products every single day and are seeking a valuation of $90 billion. Just the idea of trying to manage this business, and the second order impacts that must be resulting from a supply chain that can produce products at that pace, makes one a bit on edge.
But if the pop-up was supposed to help demonstrate Shein’s newfound transparency and openness, it may have only reinforced the brand’s existing image: quick, cheap, and not quite as it seems.
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A little optimism is always a good thing as we close out the year! In a world with a pervasively negative and “click” based media landscape, it is important to step back and think about how much progress we have made. Forest vs. the trees.
The number of people in extreme poverty has fallen by an average of 137k people every day for the past 25 years
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This article is really just a thinly veiled excuse to talk about the stock theme of the year in 2023. A small group of tech and AI driven businesses drove the vast majority of the markets performance, and now make up almost 30% of the S&P 500. There are good reasons for this given the businesses of Microsoft, Nvidia, and the rest, were able to grow through a very challenging environment. That said, this level of concentration has not ended well historically, and we suspect the inverse of this trend will be a theme in our year end “look back” at some point in the not too distant future.
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Fairly self-explanatory but yet highly controversial. A data driven look at one of the main challenges across developed nations, particularly in Canada.
For now, how much gets built where will remain an important question, especially so long as some communities — typically whiter, wealthier ones — retain disproportionate power to resist new development.
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