Videos

Interviews

 
Video: When To Buy US Bonds

Video: When To Buy US Bonds

8 Jun 2018
With 10-year US treasury yields having failed so far to climb significantly above the 3% mark, investors are asking whether it is time to buy US long bonds. In this short video interview, Will presents a simple framework for approaching the bond market. With the yield curve flat by historical standards, and yields far below their natural ceiling set by returns on invested capital, investors should steer clear of long bonds.
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Video: Malaysia's Old Man In A Hurry

Video: Malaysia's Old Man In A Hurry

31 May 2018
In elections earlier this month, Mahathir Mohamad stunnned Malaysia, defeating the party he led for 20 years to become the country’s new prime minister. In this short video interview, Udith examines Mahathir’s policy platform, and asks whether the resurgent 92-year-old can really rejuvenate Malaysia’s economy.
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Video: The Hong Kong Peg Under Pressure

Video: The Hong Kong Peg Under Pressure

17 May 2018
The Hong Kong Monetary Authority has again been intervening in the foreign exchange market after it stepped in last month when the Hong Kong dollar fell to its weakest in 35 years. So far the HKMA has bought HKD62bn, selling almost US$8bn to defend the Hong Kong dollar’s peg to the US dollar. In this video interview, Tom Holland explains what’s going on, and why there is zero risk Hong Kong will be forced to devalue its currency.
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Video: Making Sense Of China's New Era

Video: Making Sense Of China's New Era

5 Apr 2018
In this lively presentation from our recent London seminar, Tom Miller outlines the dramatic political changes that have been taking place in China. He explains what Xi Jinping’s new status means for economic policy and governance, and how the links between the Communist Party and the state are being strengthened.
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Video: Can The EM Run Last?

Video: Can The EM Run Last?

29 Mar 2018
In this video interview Joyce discusses why profits should drive a maturing cycle in EMs that increasingly favors commodity-focused markets outside of Asia, and the risks to such a benign scenario.
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Video: Fixing The Model

Video: Fixing The Model

16 Mar 2018
Earlier this week Will issued a mea culpa report that explained why he was revising his Wicksellian asset allocation model and substantially changing his recommendations for the US market. In this video interview he explains the story behind this revision.
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Video: Surviving China's Regulatory Storm

Video: Surviving China's Regulatory Storm

2 Mar 2018
Scarcely a week goes by without word of some new regulatory crackdown on China’s financial services industry. After years of financial liberalization, runaway growth in the shadow banking market, and rampant regulatory arbitrage, the authorities are now moving to unify a fragmented regulatory regime and contain the risks posed by excessive leverage and complexity. In this video interview, Chen Long makes sense of the about-face and explains what it means for investors.
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Video: Freeze-Thaw Conditions In Korea

Video: Freeze-Thaw Conditions In Korea

14 Feb 2018
It has been a week of confusing signals from the Korean peninsula. Even as North Korea has paraded its missiles, and the US and its allies have sworn to exert “maximum pressure” against Kim Jong-Un’s rogue regime, both sides have hinted at their readiness to return to the negotiating table. Yanmei cuts through the fog to assess the future trajectory of North Korean event risk.
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Video: Playing The US Growth Picture

Video: Playing The US Growth Picture

2 Feb 2018
Will outlines his view that real growth in the US will remain stable this year and that inflation will pick up, and discusses what this means for asset prices and portfolio construction.
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Video: The Next Phase Of Europe's Recovery

Video: The Next Phase Of Europe's Recovery

18 Jan 2018
Cedric expects 2018 to confirm the eurozone economy as moving from recovery to expansion. Hence, four key macroeconomic trends that emerged in 2017 should become paramount this year.
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Events

 
London Seminar—April 2016

London Seminar—April 2016

11 Apr 2016
London Seminar—April 2016
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London Seminar: The Aggresively Friendly Giant

London Seminar: The Aggresively Friendly Giant

27 Oct 2015
What sort of country is China, and what sort of power does it want to be? In this presentation to our seminar in London, Tom Miller explains how to understand the signals China’s leaders have been sending. China wants to pursue great-power status, a process that may alienate its neighbors and will require adjustments from the US.
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London Seminar Presentation Slides - October 2015

London Seminar Presentation Slides - October 2015

27 Oct 2015
These are the London Seminar presentation slides from October 2015
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London Seminar Audio And Slides

London Seminar Audio And Slides

27 Oct 2015
We held our main fall seminar on October 27 in London, where Anatole Kaletsky, Francois-Xavier Chauchat, Neil Newman, Tom Miller and Louis-Vincent Gave presented their views on the global economy. Anatole discussed the implications of recent developments in financial markets; Francois examined Europe’s resilience to global headwinds; Neil outlined three major investment themes in Japan; Tom explored China’s regional foreign policy ambitions, and Louis asked whether the world is facing a solvency crisis, or a liquidity squeeze. As ever, their presentations were followed by a lively question and answer session.
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Excerpt from Anatole Kaletsky's Hong Kong Seminar Presentation

Excerpt from Anatole Kaletsky's Hong Kong Seminar Presentation

21 Oct 2015
Excerpt From Anatole Kaletsky's Hong Kong Seminar Presentation
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Hong Kong Seminar: Housing Explains Everything

Hong Kong Seminar: Housing Explains Everything

21 Oct 2015
What is the best way to sort through the complexities of China’s enormous, continent-sized economy? In this presentation to our seminar in Hong Kong, Andrew argues that if you understand what’s going on in the housing market, then you know pretty much everything you need to know about the Chinese economy.
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Hong Kong Seminar, October 2015

Hong Kong Seminar, October 2015

21 Oct 2015
This is the full recording from Gavekal's October Hong Kong seminar featuring Joyce Poon, Andrew Batson and Anatole Kaletsky as well as a Q&A session.
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