Videos

Interviews

 
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.
View
 
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.
View
Video: Big Tech's Regulatory Challenge

Video: Big Tech's Regulatory Challenge

2 Aug 2019
Blurb
View
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.
View
 
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.
View
 
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.
View
 
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.
View
 
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.
View
 
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

Events

 
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
View
 
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.
View
 
London Seminar—April 2016

London Seminar—April 2016

11 Apr 2016
London Seminar—April 2016
View
 
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.
View
 
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
View
 
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.
View
 
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
View
 
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.
View
 
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.
View
  1. « First
  2. <
  3. 20
  4. 21
  5. 22
  6. 23
  7. 24
  8. 25
  9. 26
  10. 27
  11. 28
  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.