Upcoming events
6 Jun 2023 02:00 PM in Paris
Seminar
Paris Seminar
Louis Gave, Cedric Gemehl, Didier Darcet
L’ensemble de l’équipe de Gavekal a le plaisir de vous inviter au séminaire Gavekal de Paris le 6 Juin 2023.
Les intervenants présenteront leurs dernières analyses macroéconomiques et les conséquences sur la gestion de portefeuilles d'investissement.
Event Signup
Les intervenants présenteront leurs dernières analyses macroéconomiques et les conséquences sur la gestion de portefeuilles d'investissement.
Paris - Le Cercle de l'Union Interalliée
33 Rue du Faubourg Saint-Honoré, 75008 Paris
7 Jun 2023 08:30 AM in Central European Time
Seminar
Geneva Seminar
Charles Gave, Louis Gave, Cedric Gemehl, Didier Darcet
You and your colleagues are cordially invited to our upcoming seminar in Geneva with Gavekal co-founder and CEO Louis-Vincent Gave, co-founder Charles Gave, Europe analyst Cedric Gemehl and Gavekal Intelligence Software's quantitative research principal Didier Darcet. The speakers will discuss the global investment outlook, provide an update on European markets and outline the latest research on portfolio construction. Coffee will be served from 8:30 and the presentations will commence at 9:00.
Event Signup
Forum Geneve 11-19 Rue de Lausanne – 1211 Geneva
8 Jun 2023 10:00 AM in London
Webinar
Japan’s Sea Change
Udith Sikand
For decades, Japan has been derided as a value trap for investors. Now, things are changing. Inflation is back, and this time it’s bedding down. Wages are rising. And the Bank of Japan is preparing to back away from its ultra-easy monetary policies. What is more, long-running policy efforts to strengthen corporate governance are beginning to unlock value for investors in the Japanese stock market, and with the Japanese yen still deeply undervalued, there is the prospect of sizable currency appreciation. In Gavekal’s upcoming seminar, Udith Sikand will outline Japan’s unique value proposition for investors.
12 Jun 2023 08:30 AM in Monaco
Seminar
Monaco Seminar
Charles Gave, Cedric Gemehl, Didier Darcet
The Gavekal team cordially invites you to join the Gavekal Monaco Seminar. The speakers will discuss the global investment outlook, provide an update on European markets and outline the latest research on portfolio construction.
Event Signup
27 Jun 2023 09:00 AM in Eastern Time (US and Canada)
Seminar
New York Seminar
Anatole Kaletsky, Louis Gave, Arthur Kroeber
You and your colleagues are cordially invited to our in-person seminar in New York on Tuesday, June 27, with Gavekal co-founders Louis-Vincent Gave and Anatole Kaletsky. Their discussions on the global investment outlook will be moderated by Gavekal Dragonomics founder and Head of Research Arthur Kroeber.
Schedule:
8:30 - 9:00: Registration
9:00-11:00: Presentations with Q&A
Breakfast and refreshments will be offered
Event Signup
Schedule:
8:30 - 9:00: Registration
9:00-11:00: Presentations with Q&A
Breakfast and refreshments will be offered
Harvard Club of New York City
35 West 44th Street (between 5th and 6th Avenue), New York, USA
19 Sep 2023 08:30 AM in Central European Time
Seminar
Zurich Seminar
Charles Gave, Will Denyer
Our upcoming seminar in Zurich will feature Gavekal Founding Partner Charles Gave and Chief US Economist Will Denyer. The speakers will discuss the global investment outlook, provide an update on US markets and explore the latest findings on portfolio construction.
Event Signup
Zunfthaus Zur Zimmerleuten, Limmatquai 40, Zurich
Past events
Webinar
2 Jun 2023
Webinar: In Search Of Europe’s Second Half Drivers
Nick Andrews, Cedric Gemehl
Europe analysts Cedric Gemehl and Nick Andrews assess the eurozone’s economic outlook and ask what the main drivers of European asset market performance over the second half of 2023 will be.
Event Content
Webinar
26 May 2023
Webinar: Boomer Vs Buster
Will Denyer, Anatole Kaletsky
Anatole Kaletsky insists that the US remains in an inflationary boom and will avoid a near-term recession. Will Denyer is on the other side of Gavekal’s internal debate, contending that a disinflationary US recession is around the corner. In this webinar, Will asked the questions in order to test out Anatole’s convictions.
Event Content
Webinar
19 May 2023
Webinar: An End Point For US-China Tensions?
Arthur Kroeber, Yanmei Xie
Until recently the US government’s approach to China was to pile up sanctions and export restrictions, without any hint of when and where the moves might stop. That has shifted in recent months, with US officials suggesting the country now wants to push the pause button. Arthur and Yanmei take the temperature of the relationship and discuss where it goes next.
Event Content