Videos

Interviews

 
Video: The Quirinale Question

Video: The Quirinale Question

14 Jan 2022
The possibility that Italian prime minister Mario Draghi could be installed as the country’s largely ceremonial president when parliament chooses a new head of state next month has raised fears of a new period of political instability. In this video interview, Nick Andrews assesses the implications for Draghi’s ongoing structural reform program, and for Italian asset prices.
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Video: The Case For US Bank Stocks

Video: The Case For US Bank Stocks

7 Jan 2022
As the Federal Reserve dials back its quantitative easing program, the US economy is back to relying on banks as the main agents of credit creation. And as US yields move higher, Will is convinced that large-cap bank stocks offer one of the best bets in the US market. In this video interview, he explains why.
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Video: The Struggle For Self-Sufficiency

Video: The Struggle For Self-Sufficiency

17 Dec 2021
US efforts to slow the development of China’s domestic semiconductor industry through export bans on US-origin technology has duly stymied its leading chipmakers. As a result, Beijing is working hard to achieve some form of technological self-sufficiency. In this interview, Gavekal Fathom China’s Tilly Zhang outlines two prongs of the effort.
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Video: Pricing French Political Risk

Video: Pricing French Political Risk

10 Dec 2021
With four months to go before France’s 2022 presidential election, the lion’s share of publicity has so far been captured by the populist rightCedric assesses whether a right-wing Euroskeptic could really capture the Elysée palace come April, to what extent polling gains by populist candidates icould destabilize Europe’s financial markets.
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Video: The State Of The US Economy

Video: The State Of The US Economy

1 Dec 2021
With US inflation way above target, the Federal Reserve is considering a faster than initially planned wind down to its asset purchases. In this video interview, Will examines the US’s inflationary dynamic and assesses the impact that a renewed Covid outbreak could have on the growth outlook and markets.
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Video: Russia And The European Energy Equation

Video: Russia And The European Energy Equation

24 Nov 2021
The sharp rise this year in European energy prices has been widely attributed to Russia, which has declined to increase near-term supplies of natural gas to Europe in line with the region’s demand growth. Nick examines the incentives guiding Moscow’s decisions and explores the potential impact of Russia’s choices on Western Europe’s inflation and growth outlook.
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Video: The Conflicting Signals In US Consumption

Video: The Conflicting Signals In US Consumption

17 Nov 2021
The US recorded continued strong retail sales growth in October. But more forward-looking surveys are showing a deep deterioration in consumer sentiment as gasoline prices have risen to seven-year highs, acting as an effective tax on households’ discretionary spending power. In this video interview, KX weighs these conflicting forces to assess the outlook for US consumer demand in 2022.
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Video: A Looser Labor Market

Video: A Looser Labor Market

8 Nov 2021
In the US expectations are growing that labor shortages will drive accelerating pay rises, exacerbating inflationary pressures. In the eurozone, as Nick explains, the situation is different. Although anecdotes abound about employers struggling to staff up, these are a temporary wrinkle caused by rapid reopening in narrow sectors.
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Video: India's Comeback

Video: India's Comeback

28 Oct 2021
India posted a blazing 20% year-on-year growth figure in the calendar year’s second quarter. The country seems to have ducked a third Covid wave and equity investors remain ebullient. In this video interview, Udith explores a number of gathering problems for the Indian economy but concedes that the good times could easily keep on rolling.
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Video: Typhoon Season For Hong Kong

Video: Typhoon Season For Hong Kong

21 Oct 2021
Hong Kong is sticking to its zero-Covid policies, complete with a travel ban on outsiders and Draconian quarantine rules for returning residents, even as Singapore tentatively reopens to international arrivals. In this video interview, Vincent explains what is driving Hong Kong’s uncompromising stance on Covid. He assesses whether it will damage the city’s standing as a regional financial center, and whether doubts over the status of China Evergrande’s offshore bonds will undermine the credibility of Hong Kong’s markets.
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Events

Paris Seminar, May 2022 (In French)

Paris Seminar, May 2022 (In French)

18 May 2022
Gavekal CEO Louis Gave, along with Europe analyst Cedric Gemehl and Gavekal Intelligence Software's quantitative research principal Didier Darcet, discussed the global investment outlook, provided an update on European markets and outlined the latest research on portfolio construction.
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Webinar: Global Investment Roundtable, May 2022

Webinar: Global Investment Roundtable, May 2022

13 May 2022
As inflation rises and central banks move to tighten monetary policy, global markets have become progressively more skittish. Charles Gave and Anatole Kaletsky address the state of the global economy and offer their best advice on structuring portfolios.
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Webinar: Europe Under Strain

Webinar: Europe Under Strain

29 Apr 2022
Nick Andrews discusses cyclical dynamics in Europe and the central bank’s policy responses. Louis-Vincent Gave presents his take on French politics and the broader macroeconomic picture.
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Webinar: Growth Shocks And Political Risk

Webinar: Growth Shocks And Political Risk

21 Apr 2022
Global growth is under the spotlight as central banks try to handle inflation. In China, Covid lockdowns threaten domestic demand and global supply chains. Additionally, there is the possibility of a political shock emanating in France.
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Webinar: Lockdown Redux

Webinar: Lockdown Redux

15 Apr 2022
In this webinar, our team provide an update on the rapidly changing on-the-ground situation in China, and discuss how this latest Covid shock will affect the economic trajectory for 2022.
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Webinar: Global Investment Roundtable, April 2022

Webinar: Global Investment Roundtable, April 2022

7 Apr 2022
Over the last year, Anatole and Louis have often duked it out over the issue of inflationary pressures and how this intense and truncated economic cycle will play out. Louis had been in the inflation worrier camp from the get-go, and in recent weeks Anatole has reluctantly joined him.
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London Seminar — March 2022

London Seminar — March 2022

4 Apr 2022
In our latest seminar in London, our team assessed the impact of the war in Ukraine on geopolitics, energy markets and global growth. A key question for investors is the impact on inflation and thus on monetary policy as the Federal Reserve maintains a hawkish stance. Also covered was China's cautious efforts to stimulate its economy and whether it will ever retreat from a disruptive zero-Covid stance.
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Webinar: The US Asset Price Bubble Matures

Webinar: The US Asset Price Bubble Matures

31 Mar 2022
US asset prices have appreciated dramatically over the past two years, on the back of steady flows of new money and cheap credit. The question is: when will this maturing bubble burst? And how should investors position themselves today?
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Webinar: Is Europe Headed Toward Rising Inflation, Falling Output And Increasing Instability?

Webinar: Is Europe Headed Toward Rising Inflation, Falling Output And Increasing Instability?

24 Mar 2022
In the last month, investors in Europe have suffered a twin shock: the effects of surging commodity prices following Russia’s invasion of Ukraine, and the impact on financial market sentiment of policymakers’ responses to the worsening crisis. Our panelists discuss what's in store
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Webinar: China Goes For Growth

Webinar: China Goes For Growth

17 Mar 2022
China’s government has now made its priorities clear: stabilizing economic growth is the top task for 2022. But it faces a daunting list of challenges in that endeavor. Our China analysts interpret the latest data, decode the policy signals and review the outlook for markets.
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