Videos

Interviews

 
Video: Where The Fed Stands

Video: Where The Fed Stands

4 Oct 2019
Investors are nervous about weak US data and a liquidity squeeze in the US repo markets. They are now looking to the Federal Reserve for reassurance. In this video, Will tells us what policy changes to expect from the Fed at the end of this month and why.
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Video: Where Next Hong Kong?

Video: Where Next Hong Kong?

26 Sep 2019
Hong Kong’s leader Carrie Lam today begins a process of civic engagement aimed at bridging the divide between an unpopular government and a diffuse movement that has engaged in 17 weeks of violent protest. Simon discusses whether economic goodies can buy off dissent and assesses the chances of a compromise political settlement.
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Video: What Next In The Tech War

Video: What Next In The Tech War

20 Sep 2019
Washington views China as a strategic competitor, and the White House has promised a “whole of government” effort to constrain China’s development of key advanced technologies. Dan examines the three ways in which the US is making life difficult for Chinese tech companies, and explores other weapons the US could deploy should the tech war escalate.
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Video: Washington, Iran And The Price Of Oil

Video: Washington, Iran And The Price Of Oil

13 Sep 2019
This week’s sacking of John Bolton as White House national security advisor triggered a fall in the price of oil as traders concluded the notorious war hawk’s departure paved the way for a relaxation of US sanctions on Iranian oil exports. That may be unlikely; US officials insist their policy of “maximum” pressure on Iran remains in force.
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Video: Italian Politics Favors Bonds

Video: Italian Politics Favors Bonds

6 Sep 2019
Yesterday Italy’s new government took office, the 66th since 1946. Meanwhile, Italian bond yields have reached record lows. Nick attributes this to two factors. First the global bond rally. Second, the shifting winds of Italian politics away from the Euroskeptics to the Europhiles, which bodes well for Italian-European budget negotiations.
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Video: Looking Through The Bond Bubble

Video: Looking Through The Bond Bubble

30 Aug 2019
As yields fall to record lows, bond markets seem priced for some sort of global economic calamity. With Europe in dire straits and the US-China trade war remaining live, there is certainly cause for worry. But when things look like they can’t get any worse, Will reckons, they often don’t. As the US growth outlook appears steady, equities and cash are the better bet.
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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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Events

 
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.
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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.
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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.
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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.
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Hong Kong Seminar — November 2016

Hong Kong Seminar — November 2016

18 Nov 2016
Arthur Kroeber presented his thoughts on the outcome of the US election, as well as an analysis of China's leadership politics. Will Denyer presented his thoughts on the US economy. Tom Miller gave an optimistic take on reforms in India under Modi's government.
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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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