Upcoming events
3 Oct 2022 08:30 AM in Central European Time
Seminar
Zurich Seminar
Louis Gave, Cedric Gemehl
You and your colleagues are cordially invited to our Seminar in Zurich on Monday, October 3 with Gavekal co-founder and CEO Louis-Vincent Gave and Europe analyst Cedric Gemehl, where they will discuss the global investment outlook and provide an update on European markets.
Coffee will be served from 8:30 and the presentations will commence at 9:00.
Event Signup
Coffee will be served from 8:30 and the presentations will commence at 9:00.
Zunfthaus Zur Zimmerleuten, Limmatquai 40, Zurich
4 Oct 2022 08:30 AM in Central European Time
Seminar
Paris Seminar (French)
Charles Gave, Louis Gave, Cedric Gemehl, Didier Darcet
Gavekal co-founders Charles Gave and Louis Gave, along with Europe analyst Cedric Gemehl and Gavekal Intelligence Software's quantitative research principal Didier Darcet cordially invite you to our upcoming seminar in Paris.
The speakers will discuss the global investment outlook, provide an update on European markets, and outline the latest research on portfolio construction.
Breakfast: 08:30
Presentations: 09:00-10:20
Panel discussion: 10:20-11:00
Please note that the club requires a jacket and tie for gentlemen.
The seminar will be conducted in French.
This is an in-person event which will not be live-streamed. A recording will be made available afterwards.
Event Signup
The speakers will discuss the global investment outlook, provide an update on European markets, and outline the latest research on portfolio construction.
Breakfast: 08:30
Presentations: 09:00-10:20
Panel discussion: 10:20-11:00
Please note that the club requires a jacket and tie for gentlemen.
The seminar will be conducted in French.
This is an in-person event which will not be live-streamed. A recording will be made available afterwards.
Cercle de l’Union Interalliée, 33 rue du Faubourg Saint Honore, 75008 Paris
6 Oct 2022 10:00 AM in New York
Webinar
Mad Currency Markets
Nick Andrews, Udith Sikand, Wei He, Will Denyer
The US dollar continues to make new highs, dragging the rest of the world’s currencies lower and forcing central banks to tighten monetary policy to deal with resulting threats of financial instability and heightened inflation. In this webinar, our team of currency-focused analysts will look at the effect of the current global liquidity crisis in their regions.
18 Oct 2022 02:00 PM in GMT
Seminar
London Seminar
Charles Gave, Anatole Kaletsky, Cedric Gemehl, Tom Miller
We are delighted to announce that the Gavekal London Seminar will be taking place on October 18, 2022. Presenting in person will be Gavekal founding partners Charles Gave and Anatole Kaletsky, as well as Senior Asia analyst Tom Miller and Europe analyst Cedric Gemehl.
Presentations:
• Charles Gave: global portfolio construction
• Anatole Kaletsky: global macroeconomic and investment strategy outlook for the coming quarters.
• Cedric Gemehl: update on the macro outlook for European markets
• Tom Miller: geopolitical analysis of China, India and Asia
Please note that this is an in-person event which will not be live-streamed. A recording will be made available after the event.
Event Signup
Presentations:
• Charles Gave: global portfolio construction
• Anatole Kaletsky: global macroeconomic and investment strategy outlook for the coming quarters.
• Cedric Gemehl: update on the macro outlook for European markets
• Tom Miller: geopolitical analysis of China, India and Asia
Please note that this is an in-person event which will not be live-streamed. A recording will be made available after the event.
Chartered Accountants' Hall, Moorgate Place, London EC2R 6EA
25 Oct 2022 08:30 AM
Seminar
Milan Seminar
Anatole Kaletsky, Cedric Gemehl
You and your colleagues are cordially invited to our Seminar in Milan on Tuesday October 25 with Gavekal co-founder and Chief Economist Anatole Kaletsky and Europe analyst Cedric Gemehl, where they will discuss the global investment outlook and provide an update on European markets.
Coffee will be served from 8:30 and the presentations will commence at 9:00.
Event Signup
Coffee will be served from 8:30 and the presentations will commence at 9:00.
Four Seasons Hotel Milano Via Gesu' 6/8 - 20121 Milano
Past events
Webinar
30 Sep 2022
Webinar: Who Owns China Inc.?
Thomas Gatley
Thomas Gatley discussed his in-depth research into who owns China’s listed firms and answered viewer questions. Over the past decade a new hybrid form of ownership has emerged, which arguably represents the corporate form best adapted to succeed in China’s state capitalist economy. But there are risks to this new model.
Event Content
Webinar
21 Sep 2022
Webinar: Into Europe's Winter Of Discontent
Cedric Gemehl, Nick Andrews
With European energy prices for the coming winter up by 500% or more, inflation broadening, and businesses and consumers pessimistic, Europe’s economies are in for a troubled few months. Cedric Gemehl and Nick Andrews discuss what it all means.
Event Content
Webinar
16 Sep 2022
Webinar: China's Economic Troubles Mount
Rosealea Yao, Ernan Cui
China's economy faces two critical challenges: A property sector is in its worst slump in years. And the economic impact of persistent Covid lockdowns caused by sporadic outbreaks from more transmissible Covid variants. In this webinar, Dragonomics analysts discussed the challenges.
Event Content