Upcoming events
6 Oct 2025 02:00 PM
Seminar
Paris Seminar
Anatole Kaletsky, Louis Gave, Cedric Gemehl
You and your colleagues are cordially invited to our seminar in Paris on Monday, October 6, with Gavekal Co-Founder/CEO Louis-Vincent Gave, Founding Partner & Chief Economist Anatole Kaletsky and Europe analyst Cedric Gemehl.
The speakers will discuss the global investment outlook and provide an update on the European market.
Event Signup
The speakers will discuss the global investment outlook and provide an update on the European market.
21 Oct 2025 12:00 PM
Seminar
London Conference
Charles Gave, Anatole Kaletsky, Louis Gave, Arthur Kroeber, Cedric Gemehl, Christopher Beddor, Didier Darcet, Laila Khawaja, Tom Miller, Will Denyer
Our next Gavekal London Conference will feature a series of panel discussions where Gavekal senior partners and analysts will discuss the big macro themes influencing global markets, including:
• The end of US exceptionalism?
• Trade and technology wars
• China and emerging markets
• Portfolio construction and investment strategy
There will be a light buffet lunch from 12:00, with the main presentations starting at 12:45.
Event Signup
• The end of US exceptionalism?
• Trade and technology wars
• China and emerging markets
• Portfolio construction and investment strategy
There will be a light buffet lunch from 12:00, with the main presentations starting at 12:45.
23 Oct 2025 08:30 AM
Seminar
Milan Seminar
Louis Gave, Will Denyer
You and your colleagues are cordially invited to our seminar in Milan on Thursday, October 23, with Gavekal Co-Founder/CEO Louis-Vincent Gave and Partner/Chief US Economist Will Denyer.
The speakers will discuss the global investment outlook and provide an update on US market.
Coffee will be served from 8:30 and the presentations will commence at 9:00.
Event Signup
The speakers will discuss the global investment outlook and provide an update on US market.
Coffee will be served from 8:30 and the presentations will commence at 9:00.
Milan
NH Collection Milano Touring, Via Iginio Ugo Tarchetti, 2, Milano, IT 20121
Past events
Webinar
11 Jul 2025
Webinar: Gimcrack Goldilocks Or The Real Thing?
Arthur Kroeber, Will Denyer, Tan Kai Xian
So far in 2025, the US economy has defied all the worst-case forecasts of looming stagflation. In this Gavekal webinar, US economists Will Denyer and Tan Kai Xian assess the strength and depth of this apparent Goldilocks dynamic, consider the impact of the newly passed Big Beautiful Bill on the US budget, and discuss the implications for financial markets. Gavekal head of research Arthur Kroeber offers updates on the tariff war latest.
Event Content
Webinar
26 Jun 2025
Webinar: Pricing Another Middle Eastern War
Tom Holland, Udith Sikand, Cedric Gemehl
Investors last week seemed to be betting that the United States would hold off on directly attacking Iran. Now, after the weekend’s US airstrikes and Trump's push for a ceasefire, are all parties really ready to cease hostilities? Or is this just the start of a regional war in the Middle East that could severely disrupt oil supplies and spark a surge in the crude price? Our team assesses the latest developments on the ground and consider the vulnerabilities of the major economic regions should the worst occur and the price of oil skyrocket.
Event Content
Webinar
23 Jun 2025
Webinar: Will Chinese Outperformance Continue?
Louis-Vincent Gave, Charles Gave, Russell Napier
The meeting focused on China's economic performance, global influence and potential future scenarios. The panelists debated the potential of the renminbi as a reserve currency, China's economic model and capital controls, and the implications of China's debt situation for global markets.
Event Content