Upcoming events
27 May 2025 04:15 PM
Seminar
São Paulo Gavekal Dragonomics BTG Pactual Panel Discussion
Arthur Kroeber
You and your colleagues are cordially invited to a panel discussion in São Paulo on Tuesday May 27th. Gavekal Dragonomics Founder Arthur Kroeber will highlight the current economic conditions in China with a focus on the trade war.
Moderator Leonardo Correa
Coffee will be served at 4:15 and the discussion will commence at 4:30.
Event Signup
Moderator Leonardo Correa
Coffee will be served at 4:15 and the discussion will commence at 4:30.
BTG Pactual Headquarters in São Paulo
Avenida Brigadeiro Faria Lima 3477 Sao Paulo
29 May 2025 08:00 AM
Breakfast/Lunch
Rio de Janeiro Panel Discussion
Arthur Kroeber
The Brazilian Center For International Relations is pleased to invite you to a panel discussion featuring Gavekal Founding Partner and Head of Research Arthur Kroeber. Arthur will offer his views on global geopolitics and the impact on China.
8:00-8:30 Welcome Coffee
8:30-9:30 Panel Discussion
Event Signup
8:00-8:30 Welcome Coffee
8:30-9:30 Panel Discussion
29 May 2025 10:00 AM in New York
Webinar
Tomorrow’s Outperformance
Anatole Kaletsky, Louis Gave, Will Denyer
For years, all investors needed was an overweight position in big US tech stocks balanced with a holding in long-dated US treasuries. Those days are over. So far in 2025, US tech stocks and US treasuries are both down, while select asset classes in Europe, Latin America and Asia have delivered handsome double-digit US dollar returns. In our upcoming seminar, Gavekal partners Louis Gave, Anatole Kaletsky and Will Denyer consider whether US markets can regain their mojo, or whether non-US assets will continue to outperform.
3 Jun 2025 08:30 AM
Seminar
Stockholm Seminar
Louis Gave, Cedric Gemehl
You and your colleagues are cordially invited to our Seminar in Stockholm on Tuesday June 3rd with Gavekal co-founder/CEO Louis-Vincent Gave and European Economist Cedric Gemehl. The speakers will discuss the global investment outlook. Coffee will be served from 8:30 and the presentations will start at 9:00.
Event Signup
Grand Hôtel, Södra Blasieholmshamnen 8, Stockholm
10 Jun 2025 08:00 AM
Breakfast/Lunch
Boston Breakfast
Louis Gave
You are cordially invited to join us for breakfast on Tuesday June 10th at The Langham Hotel. Gavekal CEO Louis-Vincent Gave will discuss the global investment outlook and highlight the current US-China relationship.
Madison Room
Breakfast will be served @ 8:00am
Event Signup
Madison Room
Breakfast will be served @ 8:00am
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.
Hotel NH Collection Milano Touring, Via Iginio Ugo Tarchetti, 2 - 20121 Milano
Past events
Webinar
16 May 2025
Webinar: Escalate To Deescalate?
Arthur Kroeber, Cedric Gemehl, Udith Sikand, Tom Miller
Investors were rewarded on Monday for their bets that a negotiated settlement will be reached in the United States-led trade war. This follows Britain and the US agreeing an outline trade deal, and an Anglo-Indian trade deal, suggesting that the old liberal trading order is not dead. Our team picked through these developments to assess if the trade war is over before it got going.
Event Content
Webinar
1 May 2025
Webinar: Investing After US Exceptionalism
Will Denyer, Thomas Gatley, Cedric Gemehl, Tan Kai Xian
There is a growing consensus that the age of American exceptionalism is over, and that after years of riding the US tech boom, investors should diversify their portfolios away from US markets. But geoeconomic tensions are running high around the globe, and the world’s two biggest economies are exchanging salvos in a nasty trade war. So, which non-US markets and assets should investors favor and which should they avoid?
Event Content
Webinar
18 Apr 2025
Webinar: Understanding The US-China Trade War
Arthur Kroeber, Andrew Batson, Thomas Gatley
A week of tariff chaos has left the US and China locked in an all-out trade war, with tariffs in both directions now over 100%. The two sides have dug in to maximalist positions, which spells bad news for both economies, and for global trade. Arthur Kroeber, Andrew Batson and Thomas Gatley discuss the economic, political and financial dimensions of this unprecedented crisis.
Event Content