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

19 Mar 2024 09:00 AM in Madrid Seminar

Madrid Seminar

Pierre Gave, Cedric Gemehl, Yanmei Xie
You and your colleagues are cordially invited to our upcoming seminar in Madrid with Gavekal partner Pierre Gave, Europe analyst Cedric Gemehl and Yanmei Xi. They will discuss the global investment outlook, will present the outlook of EU-China trade war and provide an update on European markets.Coffee will be served from 8:30 and the presentations will commence at 9:00.
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InterContinental Madrid, Paseo de la Castellana 49, Madrid 28046
21 Mar 2024 08:00 AM in Eastern Standard Time Breakfast/Lunch

Boston Breakfast

Anatole Kaletsky, Arthur Kroeber
The world's two biggest economies are heading in opposite directions: the US continues to show unexpected strength, while China struggles with slow growth, deflation, and mixed policy signals. Anatole Kaletsky and Arthur Kroeber will analyze the trends and offer scenarios for the rest of the year. Anatole will discuss the conflicting signals sent by the US bond and equity markets, where growth stocks continue to power ahead despite the rebound in bond yields driven by higher than expected inflation. Arthur will discuss the Chinese government's tepid stimulus efforts, the deepening property malaise, and the prospects for renewed growth led by high-tech industrial policy.
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Langham Hotel
Langham Hotel, 250 Franklin Street, One Post Office Square, Boston Ma
21 Mar 2024 10:00 AM in New York Webinar

Animal Spirits In The Emerging Markets

Arthur Kroeber, Thomas Gatley, Udith Sikand
While US tech stocks have been getting all the publicity, capital has quietly been flowing into emerging market investments over recent months. Brazilian and Mexican bonds have handsomely outperformed developed world debt over the last year, while equity markets in Brazil and India have rivalled the US for returns. To gauge market prospects over the rest of 2024, Udith Sikand will examine the macroeconomic outlook for the major emerging markets ex-China, while Thomas Gatley will assess the chances of a revival of animal spirits in the Middle Kingdom.

Past events

Webinar: Asset Allocation For The Ages
Webinar
8 Mar 2024

Webinar: Asset Allocation For The Ages

Didier Darcet, Charles Gave
In recent years, Charles Gave and Didier Darcet have headed an initiative in Paris to develop a more perfect form of asset allocation. In this webinar, they review how their asset allocation strategy works during phase changes in the economic environment, as now seems to be the case.
Event Content
Webinar: Reading The Market’s Conflicting Signals
Webinar
23 Feb 2024

Webinar: Reading The Market’s Conflicting Signals

Simon Pritchard, Louis-Vincent Gave, Anatole Kaletsky
So far in 2024, yields have rebounded on stronger-than-expected growth and inflation, along with heavy issuance by the US Treasury. Yet the rally in equities has continued undismayed, with especially strong gains in big US growth stocks. With the bond market and equity market sending conflicting signals, Anatole and Louis examined the macro and market scenarios for the rest of the year and drew conclusions for asset allocation.
Event Content
Webinar: The US And Europe Compared
Webinar
9 Feb 2024

Webinar: The US And Europe Compared

Will Denyer, Cedric Gemehl, Simon Pritchard
A soft-landing scenario looks to be playing out in the US, with inflation heading towards the Federal Reserve’s 2% target and growth humming along. Across the pond, the eurozone seems to be headed the same way, albeit with lower growth. Our team of specialists asked if such an “immaculate disinflation” is possible on both sides of the Atlantic and explored what it means for relative monetary policy settings and asset price performance.
Event Content

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