Events

To close out the year, Gavekal’s three founding partners convened to discuss the investment environment heading into 2026. Asset allocators must ponder where the US-China technology rivalry goes from here and whether the two economies can reconcile their differences, if the US consumer can stand up to the pressure, and the relative appeal of emerging markets in regions like Latin America.

Europe’s economy has been hit by a series of external shocks since emerging from Covid lockdowns but seems to be finding a new dynamic through a strengthening domestic investment cycle. In this webinar, Cedric and August explore what this means for growth, inflation and monetary policy. They also outline how this informs their views on the euro and eurozone bonds and equities.

The Xi-Trump meeting October 31 in South Korea left a wake of positive vibes, but also a lot of unanswered questions: exactly how much the US and China will really roll back their respective export controls on semiconductors and rare earths, whether the dispute over Nexperia's ownership will be resolved, and most important, how long this latest truce in the US-China tech competition will last. In this webinar, Arthur Kroeber and Gavekal Technologies research director Laila Khawaja discussed the latest twists and turns.