Upcoming events
26 May 2022 10:00 AM in New York
Webinar
Is The Worst Over For China?
Ernan Cui, Wei He, Xiaoxi Zhang
With case numbers steadily falling and Shanghai promising to reopen, the end of the wave of Covid lockdowns that has hammered China's economy is finally in sight. Does this mean the worst is over? The government is now rolling out all the stops to stabilize growth and support jobs, but still remains committed to strict measures to stamp out the earliest signs of community transmission. Our China team will explain how the policy environment is shifting and discuss the risks to the economy and markets.
26 May 2022 10:00 AM in New York
Webinar
Is The Worst Over For China?
Ernan Cui, Wei He, Xiaoxi Zhang
With case numbers steadily falling and Shanghai promising to reopen, the end of the wave of Covid lockdowns that has hammered China's economy is finally in sight. Does this mean the worst is over? The government is now rolling out all the stops to stabilize growth and support jobs, but still remains committed to strict measures to stamp out the earliest signs of community transmission. Our China team will explain how the policy environment is shifting and discuss the risks to the economy and markets.
Past events
Webinar
20 May 2022
Webinar: Time To Overweight The US?
Tan Kai Xian, Will Denyer
In this webinar, Will Denyer and Tan Kai Xian examined market moves so far this year to figure out whether US equities now have fallen enough to warrant going overwheight, and whether US treasury yields have risen enough to justify extending duration and/or placing recession bets.
Event Content
Seminar
18 May 2022
Paris Seminar, May 2022 (In French)
Cedric Gemehl, Didier Darcet, Louis-Vincent Gave, Charles Gave
Gavekal CEO Louis Gave, along with Europe analyst Cedric Gemehl and Gavekal Intelligence Software's quantitative research principal Didier Darcet, discussed the global investment outlook, provided an update on European markets and outlined the latest research on portfolio construction.
Event Content
Webinar
13 May 2022
Webinar: Global Investment Roundtable, May 2022
Charles Gave, Anatole Kaletsky
As inflation rises and central banks move to tighten monetary policy, global markets have become progressively more skittish. Charles Gave and Anatole Kaletsky address the state of the global economy and offer their best advice on structuring portfolios.
Event Content
Webinar
20 May 2022
Webinar: Time To Overweight The US?
Tan Kai Xian, Will Denyer
In this webinar, Will Denyer and Tan Kai Xian examined market moves so far this year to figure out whether US equities now have fallen enough to warrant going overwheight, and whether US treasury yields have risen enough to justify extending duration and/or placing recession bets.
Event Content
Seminar
18 May 2022
Paris Seminar, May 2022 (In French)
Cedric Gemehl, Didier Darcet, Louis-Vincent Gave, Charles Gave
Gavekal CEO Louis Gave, along with Europe analyst Cedric Gemehl and Gavekal Intelligence Software's quantitative research principal Didier Darcet, discussed the global investment outlook, provided an update on European markets and outlined the latest research on portfolio construction.
Event Content
Webinar
13 May 2022
Webinar: Global Investment Roundtable, May 2022
Charles Gave, Anatole Kaletsky
As inflation rises and central banks move to tighten monetary policy, global markets have become progressively more skittish. Charles Gave and Anatole Kaletsky address the state of the global economy and offer their best advice on structuring portfolios.
Event Content