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

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

Past events

Webinar: Investing After US Exceptionalism
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: Understanding The US-China Trade War
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
Webinar: After Tariff 'Liberation Day'
Webinar
3 Apr 2025

Webinar: After Tariff 'Liberation Day'

Arthur Kroeber, Thomas Gatley, Will Denyer, Udith Sikand
If all of Donald Trump's announced “reciprocal” tariffs go into effect on April 9, the effective levy on US imports will zoom up to over 25%, the highest since the early 1900s and an increase of nearly 20pp from the current level. The big question now is whether the rest of the world will bargain for lower rates, or accept high US tariffs as the new normal and adjust around them. Our team of country economists convened to analyze Wednesday's announcements and discuss what this all means for the global macro situation and for specific regions.
Event Content

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