Events

At Gavekal we like to say that most of our best ideas come from our clients. Live interaction with research staff is a core benefit of a Gavekal subscription. We run webinars regularly, and live seminars in major financial centers several times a year. Recordings of all events are available on our website.

Upcoming events

21 Nov 2024 02:00 AM in New York Webinar

Before The Storm

Cedric Gemehl, Christopher Beddor, Udith Sikand, Will Denyer
This week sees leaders of the world’s top 20 economies gather at a moment of transition for the global trading system. Donald Trump’s return to the White House in January threatens to stir a trade war and potential upheaval in currency and capital markets. Our analysts will assess the impact from the perspective of economies in the US, Europe, China and major emerging markets.
sales@gavekal.com

Past events

Webinar: After The Vote
Webinar
8 Nov 2024

Webinar: After The Vote

Anatole Kaletsky, Arthur Kroeber, Louis-Vincent Gave
As the dust begins to settle following Donald Trump's commanding victory in the US election, Gavekal Research partners Anatole Kaletsky, Arthur Kroeber and Louis-Vincent Gave assessed what the outcome implies for US growth and inflation, for global geopolitical risk and trade relations, and for financial markets around the world.
Event Content
Webinar: Pricing The Election Outcome
Webinar
1 Nov 2024

Webinar: Pricing The Election Outcome

Anatole Kaletsky, Yanmei Xie, Will Denyer, Arthur Kroeber
Markets are increasingly convinced that Donald Trump will win the US presidential race and Republicans may achieve a sweep of Congress. Yet with the key “swing states” still effectively in a dead heat between Trump and Kamala Harris, and well within the polling margin of error, the race remains highly competitive. Our panel assessed the underpinnings of the “Trump trade” but also explored macro and market scenarios in the event of Harris securing the White House.
Event Content
Webinar: Testing The Reflation Hypothesis
Webinar
18 Oct 2024

Webinar: Testing The Reflation Hypothesis

Anatole Kaletsky, Louis-Vincent Gave, Charles Gave
A range of recent developments suggests that the world economy is moving into a period of higher nominal growth and persistent price pressures. China looks to be embracing a more concerted fiscal stimulus and, given the platforms of both presidential candidates, the United States is likely to stay in expansionary mode. Our panel assessed this situation and suggested investing strategies.
Event Content
All Past Events

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