Videos

Interviews

 
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.
View
 
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.
View
 
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.
View
 
Video: European Election Fallout

Video: European Election Fallout

28 May 2019
The European Parliament elections saw established parties pummeled, but the political center broadly hold out against the forces of nationalist-populism. In this video interview, Cedric considers what that means for investors and how systemic European risk should now be understood.
View
Video: Iran And The Oil Price

Video: Iran And The Oil Price

24 May 2019
Angry rhetoric between the US and Iran reached blood-curdling intensity after the US announced in late April that it wouldn't grant waivers for sanctions on Iran's oil exports. While this caused a short term spike in the oil price, it has since fallen about -8% from its high. Are oil traders too complacent about the risks, or does the market have it right?
View
Video: How Much Downside For The Renminbi?

Video: How Much Downside For The Renminbi?

17 May 2019
Since the US slapped fresh tariffs on Chinese exports a week ago, the renminbi has fallen, but by less than when the first round of tariffs were imposed last year. In this video interview, Chen Long discusses why that is, and how far China’s currency is likely to fall if things get worse.
View
 
Video: Is The Worst Over For The Eurozone?

Video: Is The Worst Over For The Eurozone?

10 May 2019
Eurozone economic growth was modest in the first quarter of 2019, but it was still stronger than most economists had expected, with Germany avoiding a recession and Italy returning to growth. Meanwhile eurozone equity markets are up a respectable 13% over the year to date. Does this mean Europe is emerging from its economic soft patch?
View
 
Video: India's Acceleration Phenomenon Explained

Video: India's Acceleration Phenomenon Explained

3 May 2019
Multinationals and investors are looking to India to deliver the next great surge in sales of consumer goods and services. But demand will not expand in a linear fashion as GDP increases. The acceleration phenomenon dictates that sales of different products and services will grow in leaps and bounds as cohorts of new consumers surpass key income thresholds.
View
 
Video: India's Hard-To-Call Election

Video: India's Hard-To-Call Election

18 Apr 2019
India’s cacophonous exercise in democracy is well underway and polling suggests there is only a 50% chance of a Narendra Modi-led BJP holding onto power. Tom dives into the details of why the “bear-hugging” reformer has electoral problems this time around. Tom also considers the likely outcome of the election for Indian asset markets.
View
 
Video: Where Now For EU-China Relations?

Video: Where Now For EU-China Relations?

12 Apr 2019
The annual EU-China summit concluded this week with usual diplomatic platitudes about deepening partnerships and strengthening cooperation. But the meeting took place against a backdrop of heightened tensions, after the EU declared China a “systemic rival” and with many European politicians highly critical of China’s economic nationalism.
View

Events

 
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.
View
 
Beijing Seminar — October 2018

Beijing Seminar — October 2018

30 Oct 2018
At Gavekal’s seminar in Beijing last week, Louis-Vincent Gave, Udith Sikand and Chen Long presented their latest views on the turn in global markets, the prospects for emerging markets in the quarters ahead, and on China's policy priorities as it faces down the US in a prolonged rivalry.
View
 
Hong Kong Seminar — April 2018

Hong Kong Seminar — April 2018

13 Apr 2018
At Gavekal’s seminar in Hong Kong this week, Arthur Kroeber, Rosealea Yao and Nick Andrews presented their latest views on the brewing trade war between the US and China, Chinese growth and the property market outlook, and how to capture European growth.
View
 
London Seminar — March 2018

London Seminar — March 2018

23 Mar 2018
In our seminar in London this week Charles pondered the investment consequences of the US moving back into an inflationary period. Tom discussed Chinese politics in light of Xi Jinping’s elevation. Cedric presented on how investors can best benefit from the diversity of the European economy. Anatole explained why the long-running global bull market is likely to continue, but also where the risks are buried.
View
 
New York Seminar — November 2017

New York Seminar — November 2017

22 Nov 2017
At Gavekal's November seminar in New York Louis Gave, Arthur Kroeber, Cedric Gemehl and Anatole Kaletsky presented their macro outlooks and investment recommendations.
View
 
London Seminar — October 2017

London Seminar — October 2017

30 Oct 2017
Anatole argued that the investment environment should remain upbeat given predictable monetary policy and a global cyclical upturn. Chen Long contended that China’s post-Party Congress slowdown should be gradual. Cedric made a bullish case for European equities, while Charles presented Gavekal’s latest artificial intelligence investment tools.
View
 
New York Seminar — May 2017

New York Seminar — May 2017

31 May 2017
Louis Gave, Charles Gave, Tom Miller and Arthur Kroeber presented at Gavekal's New York seminar last week.
View
 
London Seminar — March 2017

London Seminar — March 2017

5 Apr 2017
In Gavekal’s seminar in London last week Will Denyer, Charles Gave, Tom Miller and Anatole Kaletsky presented their macroeconomic outlooks and offered investors asset allocation advice.
View
 
Hong Kong Seminar — March 2017

Hong Kong Seminar — March 2017

28 Mar 2017
In Gavekal’s Asia focused seminar in Hong Kong last week Arthur Kroeber, Udith Sikand and Tom Holland presented their outlooks for the rest of the year.
View
 
Hong Kong Seminar — February 2017

Hong Kong Seminar — February 2017

22 Feb 2017
Gavekal’s global macroeconomic seminar in Hong Kong in February featured Anatole Kaletsky, Will Denyer and Louis-Vincent Gave. They presented on the global investment outlook under a Trump presidency, the decline in US productivity, and the sustainability of the "Trumpflation" rally.
View
  1. « First
  2. <
  3. 16
  4. 17
  5. 18
  6. 19
  7. 20
  8. 21
  9. 22
  10. 23
  11. 24
  12. >
  13. Last »

Check us out

To start your free trial of any of our research services, or to get more information from a sales representative, click the link below.