Videos

Interviews

 
Video: The Anatomy Of The August Panic

Video: The Anatomy Of The August Panic

23 Aug 2019
As more and more government bonds around the world slide into negative yield, investors can draw one of two conclusions: either the world faces an economic meltdown, or there is a buying panic in safe assets. But although there is indeed a synchronous global slowdown in growth, Louis favors the latter explanation.
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Video: Big Tech's Regulatory Challenge

Video: Big Tech's Regulatory Challenge

2 Aug 2019
Blurb
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Video: Enter Boris

Video: Enter Boris

1 Aug 2019
In the last week or so, the pound has fallen sharply to a two-and-a-half-year low against the US dollar. That’s all down to the new British government, headed by Boris Johnson, and his "do or die" Brexit campaign. But when a deal is finally struck, Britain’s strong economic fundamentals mean it is well placed for a boost in growth, along with the pound.
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Video: Korea's Coping Strategy

Video: Korea's Coping Strategy

19 Jul 2019
No other G20 economy is as exposed to global trade tensions as Korea. With its heavy dependence on semiconductor manufacturing, Korea has proved vulnerable both to the US-China economic cold war, and to long-running disputes between Seoul and Tokyo. As a result, exports have cratered and economists have slashed their Korean growth forecasts.
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Video: Modi's Second Term Challenges

Video: Modi's Second Term Challenges

12 Jul 2019
Indian prime minister Narendra Modi faces some daunting economic challenges in his second term. As Udith explains in this interview, the biggest is to create new jobs India needs. In the coming decades, India must generate some 10mn new jobs every year simply to provide employment for the cohort of young Indians set to enter the workforce.
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Video: What Is Libra, And Will It Work?

Video: What Is Libra, And Will It Work?

5 Jul 2019
Facebook will have an uphill battle trying to convince consumers to adopt its announced digital currency, libra. As it will be backed by a basket of assets denominated in different currencies, the prices of goods and services will be more volatile in libra than in existing local currencies, even in emerging markets. This volatility will deter consumers from making the switch.
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Video: What Drives Chinese Equities

Video: What Drives Chinese Equities

28 Jun 2019
Chinese equity markets are up around 26% for the year. Yet there has been no recovery in earnings growth, and the trade war and shaky domestic economic momentum continue to loom. The reason for the market optimism is expectations of supportive government policies, whether or not those expectations are valid.
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Video: China's Three Vulnerabilities

Video: China's Three Vulnerabilities

21 Jun 2019
Even if Presidents Donald Trump and Xi Jinping leave the G-20 meeting in Osaka next week with a trade deal in hand, the broader rivalry will continue. In this extensive video interview Louis identifies three ways in which China is vulnerable to US pressure and explains how this may impact investors.
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Video: Bull Markets Don't Die Of Old Age

Video: Bull Markets Don't Die Of Old Age

13 Jun 2019
The US economic expansion is entering its 11th year, which makes some wonder whether the end of the business cycle is nigh. Anatole thinks that’s asking the wrong question, because bull markets don’t die of old age. They are, however, more susceptible to diseases of old age. He identifies three events that would cause an economy to keel over. Also on the docket is the seemingly contradictory signals sent by bullish US equity markets and bearish bond markets. Perhaps, he suggests, they are both right, but tell two different stories.
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Video: Italy And Europe's Banking Problem

Video: Italy And Europe's Banking Problem

5 Jun 2019
The eurozone's main banking index is back at a key threshold that over recent decades has seen large-scale intervention by global central banks. For Charles, the root of the problem lies in the deteriorating Italian economy. In this video interview, he explains this dependence and argues that this time there may be no explicit support coming for the banking sector.
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Events

 
Webinar: Looking Through The Lockdowns

Webinar: Looking Through The Lockdowns

7 Apr 2020
Andrew and Rosealea discussed China’s slow return to normal, the state of the property and construction sector, and warned of the global demand shock China will face due to Covid-19. Will outlined his view on asset allocation in light of the shock to the US economy and the asset price adjustments that have taken place so far.
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Webinar: Road To Recovery Or Road To Serfdom?

Webinar: Road To Recovery Or Road To Serfdom?

3 Apr 2020
To deal with the economic fallout from unprecedented lockdown measures aimed at halting the spread of Covid-19, governments and central banks in the US and Europe are pulling out all the stops to pop up financial systems and avoid economic collapse. Anatole Kaletsky and Charles Gave joined Louis Gave to discuss the long term consequences.
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Webinar: China's Recovery From Covid-19 Lockdown

Webinar: China's Recovery From Covid-19 Lockdown

26 Mar 2020
At Wednesday's webinar, Andrew Batson, Ernan Cui, Thomas Gatley and Wei He discussed how China is recovering from the lockdown imposed to deal with the Covid-19 outbreak, and the outlook for the economy.
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Webinar: Covid-19, Markets And The Economy

Webinar: Covid-19, Markets And The Economy

20 Mar 2020
At Thursday’s webinar, Arthur Kroeber, Louis-Vincent Gave, Anatole Kaletsky and Andrew Batson discussed the Covid-19 outbreak and the consequences for financial markets and the economy.
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Seminar Series Multimedia — Fall 2019

Seminar Series Multimedia — Fall 2019

28 Nov 2019
Partners and analysts present their core ideas for the big economic regions and global markets heading into the year-end and looking forward to 2020.
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Video: Is The Worst Behind Us?

Video: Is The Worst Behind Us?

26 Apr 2019
At our seminar in Shanghai, Chen Long presented the outlook for China’s economy and markets. Crucially, the credit cycle appears to have bottomed out, and credit growth should accelerate towards the end of the year. He expects the overall economy to follow suit. He also covered the outlook for capital markets, equities and the renminbi.
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Hong Kong Seminar — April 2019

Hong Kong Seminar — April 2019

9 Apr 2019
Louis Gave examined the reasons for equity markets' good performance amid a global trade slowdown; Thomas Gatley assessed the state of the Chinese economy and whether the current Chinese equity bull market still has legs; Udith Sikand reckoned it is time to be positive on emerging markets, especially EM Asia.
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London Seminar — March 2019

London Seminar — March 2019

3 Apr 2019
Cedric Gemehl examined the possibility of a European rebound; Charles Gave argued the world is splitting into three distinct monetary zones; Tom Miller presented on the state of the US-China trade talks and the health of the Chinese economy; Anatole Kaletsky examined the risks to the bull market, and arrived at a bullish conclusion.
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Hong Kong Seminar — November 2018

Hong Kong Seminar — November 2018

9 Nov 2018
At Gavekal’s seminar in Hong Kong this week, Yanmei Xie, Arthur Kroeber and Will Denyer presented their latest views on China's economy, trade war, and how to approach asset allocation in the US.
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London Seminar — October 2018

London Seminar — October 2018

9 Nov 2018
At Gavekal’s seminar in London last month Charles Gave and Anatole Kaletsky presented on whether the world is breaking up into three different monetary zones, and whether this is a correction to, or an end to, the long-running global bull market. Micahel Clendenin of Gavekal RedTech explained how they conduct research on the Chinese technology and internet sector.
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