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

7 May 2024 08:30 AM in New York Seminar

New York Seminar

Thomas Gatley, Will Denyer
You and your colleagues are cordially invited to our upcoming in-person seminar in New York on Tuesday, May 7, with Gavekal US Economist Will Denyer and China Strategist Thomas Gatley.

Will Denyer will discuss the monetary policy and market implications of the US inflation reacceleration. Thomas Gatley will explain why Chinese policy settings create a structural headwind against the kind of reflationary impulse necessary to turn China’s 1Q24 mini-rally into something more sustainable.

A breakfast buffet will be offered.
Event Signup
Harvard Club of New York City
35 West 44th Street (between 5th and 6th Avenue), New York, USA
noudin@gavekal.com

Past events

Webinar: Into The Upswing
Webinar
25 Apr 2024

Webinar: Into The Upswing

Will Denyer, Cedric Gemehl, Wei He, Udith Sikand
In this webinar Gavekal’s analysts review the themes driving growth across the world’s major economic regions, and discuss how macro developments are likely to drive financial markets over the remainder of 2024.
Event Content
Webinar: Forward To The 1970s? Investing For An Inflationary Age
Webinar
18 Apr 2024

Webinar: Forward To The 1970s? Investing For An Inflationary Age

Louis-Vincent Gave, Charles Gave, Anatole Kaletsky
With inflation reaccelerating in the US, energy prices rising and escalating conflict in the Middle East, 2024 is beginning to feel uncomfortably reminiscent of the early 1970s. In this webinar, Gavekal’s founding partners examine how investors have mispriced the risk of permanently higher inflation, and discuss how to structure portfolios for a less forgiving macro environment in which bonds no longer serve to hedge exposure to equities.
Event Content
Webinar: The Coming Age Of Protectionism
Webinar
4 Apr 2024

Webinar: The Coming Age Of Protectionism

Thomas Gatley, Yanmei Xie, Tom Miller
This webinar examines the probable extent of anti-China protectionism around the world, assesses the consequences for China's manufacturing industries and growth outlook, and gauges the risk to other economies of Chinese retaliation.
Event Content
All Past Events

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