Videos

Interviews

Video: More Downside For US Housing

Video: More Downside For US Housing

18 May 2023
There are tentative signs that the US housing downturn is flattening out, however, Will is not convinced that an upswing now beckons. He worries that US housing remains unaffordable by historical standards and the new home market is moderately oversupplied. As a member of the US recession camp, he worries that a looming deterioration in the labor market will reinforce these negative drivers.
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Video: Europe's New Liquidity Environment

Video: Europe's New Liquidity Environment

11 May 2023
Over the last decade, the eurozone banking system relied on emergency lending facilities that made liquidity freely available and predictably priced. Today, the ECB is both winding down its quantitative easing and allowing liquidity operations to expire. That will force European banks to rely on each other for interbank lending. In this video, Nick explores what that means for banks and investors alike.
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Video: Hong Kong Adjusts

Video: Hong Kong Adjusts

3 May 2023
The reduction in a key measure of interbank liquidity in Hong Kong and a weakening of the Hong Kong dollar has led some investors to conclude that trouble looms for the Asian financial center. In this video interview, Vincent explains why the real victim of “normalization” in the Hong Kong dollar market may not be the currency peg but the local property market.
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Video: Navigating Asia's Trade Winds

Video: Navigating Asia's Trade Winds

27 Apr 2023
Worsening US-China relations presents both a threat and an opportunity to other Asian economies. Many non-China producers will lose out if the re-onshoring trend gathers pace. On the other hand, Western producers’ move to seek new supplier networks represents a major opportunity.
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Video: The Outlook For Oil Prices

Video: The Outlook For Oil Prices

21 Apr 2023
The Opec+ petroleum exporters’ cartel is cutting back its crude production and China's reopening evokes memories of how previous Chinese rebound drove oil demand. But is that the case today? Tom weighs the conflicting forces driving oil demand and supply, and assesses the outlook for prices over the remainder of 2023.
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Video: Macron's Gambit

Video: Macron's Gambit

13 Apr 2023
Emmanuel Macron’s domestic reform agenda looks to have met its Waterloo over massive popular opposition to pension reform. In this video interview, Cedric takes stock of Macron’s presidency and explains what it means for France’s economic prospects in the next four years.
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Video: The Banking Trainwreck

Video: The Banking Trainwreck

5 Apr 2023
In last week’s video interview, Louis Gave argued that the problem affecting banks was concentrated in the US and did not really deserve the moniker “crisis”. Tan Kai Xian agrees that banking problems are mostly focused in the US, but he worries that this will prove to be a rolling crisis whose effects worsen as it develops.
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Video: Is This Really A Banking Crisis?

Video: Is This Really A Banking Crisis?

31 Mar 2023
Three weeks into the “banking crisis”, Louis takes stock of the reaction from asset markets and considers how investors should be positioning themselves.
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Video: The State Of China's Recovery

Video: The State Of China's Recovery

17 Mar 2023
China’s hotly anticipated economic indicators for January and February, released this week, revealed for the first time the state of the economic recovery after the reopening from Covid containment. Christopher unpacks what the data show and the likely trajectory for growth this year.
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Video: Unpacking The Yield Curve Inversion

Video: Unpacking The Yield Curve Inversion

9 Mar 2023
The US yield curve has not been this severely inverted since 1981, giving rise to fears that a recession in the world’s biggest economy may be nigh. Yield curve inversions do not always signal a recession, but every recession since the mid-1960s has been preceded by an inverted yield curve. Will explains why that is the case and what it means for asset allocators.
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Events

Webinar: Investing In The Age Of Weaponization

Webinar: Investing In The Age Of Weaponization

2 Jul 2022
As crises have emerged, recent years have seen western policymakers weaponize everything from financial services provision to semiconductor production. This will have wide-ranging consequences for the relative performance of assets across the world.
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Webinar: A Worsening Growth Outlook

Webinar: A Worsening Growth Outlook

23 Jun 2022
Between rampant inflation, rising interest rates and high energy prices, the risk of recession is growing on both sides of the Atlantic. China may be stimulating its economy, but could get stuck in a liquidity trap. In this webinar our team assessed growth prospects across the world's major regions.
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Webinar: Europe On The Brink

Webinar: Europe On The Brink

17 Jun 2022
In this webinar, our analysts discussed Europe’s ominous-looking leading indicators and its hawkish central bank. Europe’s near-term economic future is in play, and this will have consequences for exchange rates, government funding costs and risk assets.
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Webinar: What Next For Markets?

Webinar: What Next For Markets?

10 Jun 2022
In this webinar, Louis-Vincent Gave, Anatole Kaletsky and Charles Gave discussed the drivers behind today’s challenging market conditions and offered a roadmap for what may come next.
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Webinar: Global Investment Roundtable, June 2022

Webinar: Global Investment Roundtable, June 2022

3 Jun 2022
Concerns about global growth are escalating amid rising inflation and tightening central banks. In this webinar, our global team examined the risks, region by region.
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Webinar: Is The Worst Over For China?

Webinar: Is The Worst Over For China?

27 May 2022
As Covid case numbers in China steadily fall and Shanghai promises to reopen, the question that emerges is whether the worst is over. In this week's webinar, our China team explained the shifting policy environment and discussed the risks to the economy and markets.
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Webinar: Time To Overweight The US?

Webinar: Time To Overweight The US?

20 May 2022
In this webinar, Will Denyer and Tan Kai Xian examined market moves so far this year to figure out whether US equities now have fallen enough to warrant going overwheight, and whether US treasury yields have risen enough to justify extending duration and/or placing recession bets.
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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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