Videos

Interviews

 
Video: Intervention To Support The HKD Signals Strength, Not Weakness

Video: Intervention To Support The HKD Signals Strength, Not Weakness

21 Mar 2019
In the last two weeks, the Hong Kong Monetary Authority has been forced to sell US dollars in the foreign exchange market to maintain the Hong Kong Dollar's peg to the US dollar. Yet far from signaling a crisis, the interventions are a symptom of confidence in Hong Kong’s financial system, which is swimming with liquidity.
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Video: The Fed's Potential Paradigm Shift

Video: The Fed's Potential Paradigm Shift

15 Mar 2019
The Federal Reserve is debating a fundamental shift in its inflation targeting. Right now it's targeting 2% inflation no matter what it has been in the past, a so-called "bygones" policy. In this video interview Will discusses the consequences of switching to price-level targeting, where the aim is to keep average inflation over time at 2%.
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Video: Shifting Sands At The Fed

Video: Shifting Sands At The Fed

6 Mar 2019
The US Federal Reserve has said it is likely to end its process of balance sheet “normalization” sooner than previously planned. This sounds like an obscure monetary technicality, but it has important implications for investors. In this video interview Will explains why.
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Video: What Kind Of US-China Deal?

Video: What Kind Of US-China Deal?

21 Feb 2019
In recent weeks, the US dollar has rallied, emerging markets have been strong and gold seems to be breaking out to the upside. That is an unusual combination, and in this video Louis outlines three possible explanations for the moves. Most provocatively, as the US-China trade talks get critical, he wonders if China is gearing up to accept a one-off revaluation of the renminbi.
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Video: Containing China's Tech Ambitions

Video: Containing China's Tech Ambitions

15 Feb 2019
More constructive rhetoric suggests the US and China may be about to strike a truce on tariffs and market access. However, that does not mean they are about to bury the hatchet. Powerful groups in Washington want to contain China’s rise as a technological power, and the US has many tools at its disposal even if it drops tariffs.
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Video: Conflicting Signals From The US Labor Market

Video: Conflicting Signals From The US Labor Market

4 Feb 2019
The US labor market is sending apparently contradictory signals. On one hand the unemployment rate ticked higher in January. On the other, job creation was much stronger than expected. Will looks behind the latest data points to examine the labor market’s underlying trends, and concludes they spell relatively bullish news for the US economy and risk assets over the coming months.
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Video: Skirting Recession In Europe?

Video: Skirting Recession In Europe?

24 Jan 2019
This week the IMF has cut its GDP forecasts for European economies exposed to a synchronous global growth slowdown. Nick gauges the probability that core eurozone economies will fall into recession, examines the scope for stimulative policy responses and explores what the slowdown means for Europe’s financial markets.
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Video: Beyond The Government Shutdown

Video: Beyond The Government Shutdown

17 Jan 2019
As the US government shutdown threatens to enter its fifth week, Will looks back at previous shutdowns to weigh the likely impact on America’s economy and financial markets, against the backdrop of an aging economic cycle, flattening yield curve and tighter financial conditions.
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Video: China In 2019

Video: China In 2019

11 Jan 2019
Washington and Beijing will likely find some kind of accommodation on trade and China’s economy will suffer a tough first quarter that sees the authorities adopt a range of counter-cyclical measures. In this video interview, Arthur outlines our key China views for 2019 and offers investment recommendations for the renminbi, bonds and the Chinese equity market.
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Video: The Challenge For China's Internet Champions

Video: The Challenge For China's Internet Champions

14 Dec 2018
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Events

 
London Seminar — October 2016

London Seminar — October 2016

19 Oct 2016
Charles Gave, Joyce Poon, Tom Miller and Anatole Kaletsky outlined their views on issues ranging from the end of the Pax Americana, global asset allocation in the face of increasingly ineffectual monetary policy, India's growth potential, and the imminent uncertainty for markets in the face of political risk.
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Singapore Seminar—September 2016

Singapore Seminar—September 2016

26 Sep 2016
Audio and video from the latest Gavekal seminar in Singapore is available here. Louis Gave explains why financial markets have recently behaved predictably, and why that is about to change. Andrew Batson explains why Chinese policy making is in a holding pattern until next year's party congress is settled. Udith Sikand explains why this year's emerging market outperformance is likely to continue, as bonds and especially equities have turned a corner.
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New York Seminar—May 2016

New York Seminar—May 2016

24 May 2016
We are pleased to present audio from our seminar in New York earlier this week with Charles Gave, Will Denyer, Anatole Kaletsky and Arthur Kroeber
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Hong Kong Seminar—April 2016

Hong Kong Seminar—April 2016

13 Apr 2016
We are pleased to present recordings and slides from our Hong Kong seminar with Louis-Vincent Gave, Will Denyer and Andrew Batson. Louis examines an important recent development: the US dollar has stopped rising. Will diagnoses the health of the US economy in one chart. And Andrew discusses three scenarios for China: doom, boom and muddle-through.
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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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