Upcoming events
26 Oct 2026 08:00 AM
Breakfast/Lunch
Miami Breakfast
Louis Gave
You and your colleagues are cordially invited to our upcoming breakfast event in Miami, at which Gavekal Co-Founder & CEO Louis-Vincent Gave 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.
A buffet breakfast will be provided from 08:00.
Event Signup
A buffet breakfast will be provided from 08:00.
JW Marriott Marquis, 255 Biscayne Blvd Way
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.
17 Nov 2026 04:15 PM
Seminar
Hong Kong Seminar
Louis Gave, Arthur Kroeber, Christopher Beddor, Tom Holland, Udith Sikand, Will Denyer
Gavekal partners and analysts will discuss the major issues facing markets and economies, including the ongoing bond sell-off, the sustainability of the AI investment boom, the outlook for the yen, and the challenges around a slowing Chinese economy and geopolitical tensions.
Please note that presentations will begin promptly at 16:30 and last approximately two hours, including Q&A sessions. We will serve a full dinner after the final presentation. Guests are invited to stay and continue the discussion over a meal and drinks.
Agenda:
16:15: Arrival of guests
16:30–16:35: Opening remarks by Gavekal CEO Louis-Vincent Gave
16:35–17:30: Panel 1—Global Macro and Markets
Panelists:
Louis-Vincent Gave, CEO
Will Denyer, Chief US Economist
Udith Sikand, Senior Emerging Markets Analyst
Moderator:
Tom Holland
17:30–17:35: Break
17:35–18:30: Panel 2—Outlook for the Chinese economy and markets
Panelists:
Arthur Kroeber, Head of Research
Christopher Beddor, Deputy China Research Director
Louis-Vincent Gave, CEO
Moderator:
Tom Holland
Both panels will be 45 minutes, followed by 10 minutes of questions from the audience.
18:30: Dinner and drinks reception.
Event Signup
Please note that presentations will begin promptly at 16:30 and last approximately two hours, including Q&A sessions. We will serve a full dinner after the final presentation. Guests are invited to stay and continue the discussion over a meal and drinks.
Agenda:
16:15: Arrival of guests
16:30–16:35: Opening remarks by Gavekal CEO Louis-Vincent Gave
16:35–17:30: Panel 1—Global Macro and Markets
Panelists:
Louis-Vincent Gave, CEO
Will Denyer, Chief US Economist
Udith Sikand, Senior Emerging Markets Analyst
Moderator:
Tom Holland
17:30–17:35: Break
17:35–18:30: Panel 2—Outlook for the Chinese economy and markets
Panelists:
Arthur Kroeber, Head of Research
Christopher Beddor, Deputy China Research Director
Louis-Vincent Gave, CEO
Moderator:
Tom Holland
Both panels will be 45 minutes, followed by 10 minutes of questions from the audience.
18:30: Dinner and drinks reception.
The American Club, Exchange Square
The American Club, Floor 48, Two Exchange Square, Central, Hong Kong
Past events
Webinar
24 Oct 2026
Webinar: Shudders In The Tech Complex
Louis-Vincent Gave, Anatole Kaletsky
As investors contemplate a possible end to the AI investment boom, government bonds have caught a bid over the last week. Louis and Anatole discuss whether such a denouement is likely to occur and what this would mean for the macroeconomic outlook and the performance of core asset classes.
Event Content
Seminar
22 Oct 2026
London Conference: October 2026
Research Team, Dragonomics Team
At our latest conference in London, Louis-Vincent Gave, Anatole Kaletsky, Will Denyer and Cedric Gemehl examined mounting global macro risks, from the US AI investment boom to France's fiscal troubles and rising bond yields. Tom Holland, AJ Cortese, Tom Miller and Arthur Kroeber assessed the impact of the Middle East conflict on energy markets, China's electrification drive and the scramble for critical minerals. Charles Gave joined Tom Holland for a fireside chat on the changing global monetary order and its implications for investors. Laila Khawaja, Thomas Gatley, Christopher Beddor and Arthur Kroeber discussed China's technological ambitions and growing tensions with the US. Finally, Louis-Vincent Gave, Anatole Kaletsky and Didier Darcet joined Pierre Gave to explore what these developments mean for portfolio construction and global investment strategy.
Event Content
Webinar
9 Oct 2026
Webinar: Bond Market Blues
Anatole Kaletsky, Will Denyer, Cedric Gemehl
Holders of developed world bonds experienced a world of pain in the third quarter of 2026, with long-dated US treasuries making a loss of -7.6% and equivalent French bonds down almost -15% in US dollar terms. In this webinar, founding partner Anatole Kaletsky, US chief economist Will Denyer and European economist Cedric Gemehl examine the forces driving the brutal sell-off in major debt markets and ask whether the time is approaching for investors to buy bonds once again.
Event Content