Videos

Interviews

Video: España In The Works

Video: España In The Works

9 Jun 2023
On July 23, Spain goes to the polls in a hastily-called election, which on current polling could lead to protracted coalition talks and a government of new faces. If so, the result will complicate the outlook for Spain’s second-half rotating presidency of the EU, at a time when clear leadership will be needed to steer the reform of the bloc’s fiscal rules. Nick Andrews reviews the political landscape and sets out the challenges.
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Video: A Disappointing China

Video: A Disappointing China

31 May 2023
Louis recently spent time meeting companies and investors in China and found that animal spirits have indeed taken a big knock as a result of government policies. In this video interview, he discusses what this mood shift means for asset markets and offers a view on how investors should play a more circumspect China.
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Video: Towards A More Temperate Recovery

Video: Towards A More Temperate Recovery

24 May 2023
For China bulls, April really was the cruelest month, with economic indicators undershooting expectations almost across the board. In response, market sentiment has swung from the excessive bullishness that prevailed at the end of 2022 to what looks now like an excess of bearishness.
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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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Events

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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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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