Upcoming events
24 Sep 2026 10:00 AM in New York
Webinar
The State Of China Tech
Arthur Kroeber, AJ Cortese, Laila Khawaja
As presidents Donald Trump and Xi Jinping prepare for their summit meeting in Washington, China’s fast-growing technology capabilities are a major topic. The big questions at the moment are how close Chinese artificial-intelligence labs are to matching the US frontier models, and whether the two sides can start negotiating rules on AI safety. But behind those lie even bigger questions: What is the balance of technological power between the US and China? And how far can the world's two big tech powers go in pulling apart the thick webs of interdependence that tie them together?
Arthur Kroeber will lead a discussion with Gavekal Technologies analysts Laila Khawaja and AJ Cortese about how to assess China’s tech capabilities, and how it is managing its rivalry with the US. They will draw on our recent publications A China Tech Report Card and The China New Energy Guidebook. They will also share insights from our inaugural Gavekal Technologies China Tour, which took a client group around the China tech hot spots of Shenzhen, Shanghai, Hangzhou and Beijing.
Arthur Kroeber will lead a discussion with Gavekal Technologies analysts Laila Khawaja and AJ Cortese about how to assess China’s tech capabilities, and how it is managing its rivalry with the US. They will draw on our recent publications A China Tech Report Card and The China New Energy Guidebook. They will also share insights from our inaugural Gavekal Technologies China Tour, which took a client group around the China tech hot spots of Shenzhen, Shanghai, Hangzhou and Beijing.
30 Sep 2026 12:00 PM
Breakfast/Lunch
New York Seminar & Luncheon
Louis Gave, Arthur Kroeber
You and your colleagues are cordially invited to our luncheon in New York on Wednesday, September 30, with Gavekal Co-Founder/CEO Louis-Vincent Gave and Arthur Kroeber, Head of Research at Gavekal Dragonomics.
Louis and Arthur will discuss the global investment outlook. Topics for discussion will include the unfolding bond sell-off, the sustainability of the AI investment boom, the looming fiscal crisis in France, and China’s slowing economy and rapidly evolving technology sector.
Event Signup
Louis and Arthur will discuss the global investment outlook. Topics for discussion will include the unfolding bond sell-off, the sustainability of the AI investment boom, the looming fiscal crisis in France, and China’s slowing economy and rapidly evolving technology sector.
20 Oct 2026 12:00 PM
Seminar
London Conference
Anatole Kaletsky, Louis Gave, Arthur Kroeber, AJ Cortese, Cedric Gemehl, Christopher Beddor, Laila Khawaja, Thomas Gatley
In several panels, Gavekal’s partners and analysts will discuss the global macroeconomic picture, update their investment strategy recommendations, and analyze the latest developments in tech and energy.
12:00: Buffet lunch, registration and opportunity to meet Gavekal analysts
12:45: Session 1
17:00: Drinks reception
Session 1: Global macro
Anatole Kaletsky, Will Denyer and Cedric Gemehl will address key macro themes in the world's main economic blocs: the US, Europe and China.
Moderator: Louis-Vincent Gave
Session 2: The changing energy landscape
Tom Holland, AJ Cortese and Tom Miller will assess the prospects for oil prices in light of the ongoing Middle East conflict, China's drive to wean itself off fossil fuels through electrification, and the scramble for the critical minerals needed for green energy supply chains.
Moderator: Arthur Kroeber
Session 3: Fireside chat with Charles Gave
Charles Gave will discuss his analysis of the global economy and what the most important issues for investors are.
Moderator: Tom Holland
Session 4: Global tech competition
Laila Khawaja, Thomas Gatley (via Zoom) and Christopher Beddor will evaluate the rise of China's tech ecosystem and the resulting trade and geopolitical tensions.
Moderator: Arthur Kroeber
Session 5: Investment strategy
Louis-Vincent Gave, Anatole Kaletsky and Didier Darcet will explore how our macro insights can translate into actionable investment decisions.
Moderator: Pierre Gave
Event Signup
12:00: Buffet lunch, registration and opportunity to meet Gavekal analysts
12:45: Session 1
17:00: Drinks reception
Session 1: Global macro
Anatole Kaletsky, Will Denyer and Cedric Gemehl will address key macro themes in the world's main economic blocs: the US, Europe and China.
Moderator: Louis-Vincent Gave
Session 2: The changing energy landscape
Tom Holland, AJ Cortese and Tom Miller will assess the prospects for oil prices in light of the ongoing Middle East conflict, China's drive to wean itself off fossil fuels through electrification, and the scramble for the critical minerals needed for green energy supply chains.
Moderator: Arthur Kroeber
Session 3: Fireside chat with Charles Gave
Charles Gave will discuss his analysis of the global economy and what the most important issues for investors are.
Moderator: Tom Holland
Session 4: Global tech competition
Laila Khawaja, Thomas Gatley (via Zoom) and Christopher Beddor will evaluate the rise of China's tech ecosystem and the resulting trade and geopolitical tensions.
Moderator: Arthur Kroeber
Session 5: Investment strategy
Louis-Vincent Gave, Anatole Kaletsky and Didier Darcet will explore how our macro insights can translate into actionable investment decisions.
Moderator: Pierre Gave
London
ICAEW, Chartered Accountants' Hall, One Moorgate Place, London EC2R 6EA
22 Oct 2026 08:30 AM
Seminar
Milan Seminar
Louis Gave, Cedric Gemehl
You and your colleagues are cordially invited to our seminar in Milan on Thursday, October 22, with Gavekal Co-Founder/CEO Louis-Vincent Gave and Europe Economist Cedric Gemehl.
The speakers will discuss the global investment outlook and provide an update on the European market.
Coffee will be served from 08:30 and the presentations will commence at 09:00.
Event Signup
The speakers will discuss the global investment outlook and provide an update on the European market.
Coffee will be served from 08:30 and the presentations will commence at 09:00.
Milan
NH Collection Milano Touring, Via Iginio Ugo Tarchetti, 2, Milano, IT 20121
27 Oct 2026 08:30 AM
Seminar
Geneva Seminar
Anatole Kaletsky, Cedric Gemehl
You and your colleagues are cordially invited to our upcoming seminar in Geneva on Tuesday, October 27 with Gavekal Co Founder/Chief Economist Anatole Kaletsky and European Economist Cederic Gemehl.
The speakers will share their perspectives on the global investment and economic outlook.
Coffee will be served from 8:30am and the presentations will start at 9:00am.
Event Signup
The speakers will share their perspectives on the global investment and economic outlook.
Coffee will be served from 8:30am and the presentations will start at 9:00am.
Geneva
Hôtel Métropole Geneve, Quai du Général-Guisan 34, 1204 Geneva, Switzerland
28 Oct 2026 08:30 AM
Seminar
Zurich Seminar
Anatole Kaletsky, Cedric Gemehl
You and your colleagues are cordially invited to our upcoming seminar in Zurich on Wednesday, October 28 with Gavekal Co Founder/Chief Economist Anatole Kaletsky and European Economist Cederic Gemehl.
The speakers will share their perspectives on the global investment and economic outlook.
Coffee will be served from 8:30am and the presentations will start at 9:00am.
Event Signup
The speakers will share their perspectives on the global investment and economic outlook.
Coffee will be served from 8:30am and the presentations will start at 9:00am.
Past events
Webinar
11 Sep 2026
Webinar: Autumnal Trouble Ahead?
Louis-Vincent Gave, Charles Gave, Anatole Kaletsky
Global markets are being roiled by geopolitical tensions, rising bond yields and uncertainty over the outlook for inflation and monetary policy. At the same time, the AI boom and shifting trade and capital flows are reshaping the global economic and investment landscape. In our first webinar of the autumn season, Gavekal’s founding partners discuss what these crosscurrents mean for markets and how investors should position their portfolios.
Event Content
Webinar
3 Jul 2026
Webinar: Regime Change Can Cause Market Madness
Anatole Kaletsky, Tom Holland
Markets continue to behave as if the world has not fundamentally changed, even as inflation, interest rates, geopolitics and global capital flows enter a new regime. Anatole argues that investors are systematically mispricing four major shifts: the long-term outlook for inflation and bond yields, the global growth cycle, the rotation from AI-led growth to cyclical value and the end of US exceptionalism.
Event Content
Webinar
19 Jun 2026
Webinar: The Ceasefire And Mad Markets
Louis-Vincent Gave, Anatole Kaletsky
The arrival of a US-Iran deal that would reopen the Strait of Hormuz has the potential to materially reshape the investment environment that has prevailed since February 28. Against a backdrop of artificial intelligence companies seeking to raise massive amounts of capital from investors, Louis and Anatole convene a conversation to explore what comes next.
Event Content