Americas & Europe

Nick has spent the last 12 years involved in either trading, analyzing or writing about European markets and the global economy. At Morgan Stanley for 7 years he divided his time between the interest rate swap and repo markets before returning to university to complete a masters in economics. During that time he also wrote for the Wall Street Journal covering fixed income markets. After graduating in 2011 from London's Birkbeck College, he worked for David Roche's investment consultancy, Independent Strategy, before joining Gavekal in 2013. Nick also has a degree in engineering from Edinburgh University.

Didier is co-founder of Gavekal Intelligence Software and has been managing money since early 1990. He successively moved from the derivative trading space, to hedge fund management, and global asset management. He was Treasurer of Bank of America Paris, then head of interest rate arbitrage and prop trading at Bank of America London in the 90s. He founded Insight Finance in 2000, an equity arbitrage quantitative hedge fund, and managed the portfolio until 2006. He then turned to global portfolio management within Renaissance Capital and joined Gavekal in 2014. Didier has a double background in nuclear physics from Supelec –Paris, France- and in political sciences from Science Po –Paris, France. He is married with three children.

Will earned a degree in business and economics at the University of Oklahoma, supplemented by extracurricular education from the Mises Institute. He worked temporarily with our research team in 2005. We decided it was a good fit, so in 2007 he moved to Hong Kong to join our team. Will is now our lead analyst on the US economy, and has a particular interest in central bank policy. Beyond that, Will answers client questions and generally assists in the development and distribution of our research products, including Gavekal Data. Will speaks English (but he does occasionally use "y'all" in conversation).

After serving in the Swedish army, Pierre began his financial career in 1998 as an analyst at a venture capital firm in Stockholm. Joining Gavekal in 2001, he was responsible for building and maintaining the firm's financial models, and for running the daily research operations until 2011. He now oversees research sales and client management. He is proficient in Swedish, English, French, Danish and German. He is married with two daughters.

After graduating with a degree in social sciences from the University of Paris Dauphine, Cedric studied economics at the Goethe University in Frankfurt. Cedric returned to Paris Dauphine, where he obtained an MSc in international economics. After interning at OECD, Cedric joined Gavekal Research in 2014 as an analyst focusing on emerging European economies and financial markets. He speaks French, English and German, and drinks both French wines and German beers.

Tan Kai Xian writes mostly on the US economy, monetary and fiscal policy, and financial markets, as well as global market-moving themes. He has a particular interest in distinguishing signals from noise in markets and the economy using a model-based systematic approach. He is often quoted by media outlets such as Bloomberg, Barron’s and Forbes. KX, as he’s universally known around the office, joined the research team in 2013. He holds a first-class degree in Quantitative Finance from The Hong Kong University of Science and Technology. Born and raised in Malaysia, he is fluent in English, Mandarin, Cantonese and Malay.

Yanmei Xie was previously a senior analyst at the International Crisis Group, where she analyzed geopolitical flashpoints in the Asia Pacific region and China’s influence in Africa. She has given talks at the European Council, Chatham House, and the Council on Foreign Relations, and has been published in the The Wall Street Journal, Foreign Policy, CNN and FT Chinese. Yanmei also previously worked as a journalist in Washington, covering US national politics and policy. She was educated at the Chinese Foreign Affairs University, and has a master’s degree in mass communications from Miami University and a master’s in finance from George Washington University.