Videos

Interviews

 
Video: A Looser Labor Market

Video: A Looser Labor Market

8 Nov 2021
In the US expectations are growing that labor shortages will drive accelerating pay rises, exacerbating inflationary pressures. In the eurozone, as Nick explains, the situation is different. Although anecdotes abound about employers struggling to staff up, these are a temporary wrinkle caused by rapid reopening in narrow sectors.
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Video: India's Comeback

Video: India's Comeback

28 Oct 2021
India posted a blazing 20% year-on-year growth figure in the calendar year’s second quarter. The country seems to have ducked a third Covid wave and equity investors remain ebullient. In this video interview, Udith explores a number of gathering problems for the Indian economy but concedes that the good times could easily keep on rolling.
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Video: Typhoon Season For Hong Kong

Video: Typhoon Season For Hong Kong

21 Oct 2021
Hong Kong is sticking to its zero-Covid policies, complete with a travel ban on outsiders and Draconian quarantine rules for returning residents, even as Singapore tentatively reopens to international arrivals. In this video interview, Vincent explains what is driving Hong Kong’s uncompromising stance on Covid. He assesses whether it will damage the city’s standing as a regional financial center, and whether doubts over the status of China Evergrande’s offshore bonds will undermine the credibility of Hong Kong’s markets.
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Video: Musical Chairs At The Fed

Video: Musical Chairs At The Fed

13 Oct 2021
After the resignation of two regional Federal Reserve branch presidents over potential conflicts of interest, the knives are out in Washington for Jay Powell. In this video interview, Will assesses what personnel changes at the Fed may mean for the trajectory of US monetary policy and for the Fed’s role as US banking supervisor.
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Video: Entente Discordiale

Video: Entente Discordiale

8 Oct 2021
As if a tight labor market, rising inflation and widespread fuel shortages weren’t enough to contend with, the United Kingdom is also seeing a sharp deterioration in its relations with the European Union, and France especially. Nick examines what worsening cross-Channel relations could mean for the economies of the UK and EU.
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Video: The Divergence In Central Banking

Video: The Divergence In Central Banking

28 Sep 2021
A material difference has opened up in both the actions and signaling of global central banks, as they exit from pandemic-era monetary policy settings. On the hawkish side is the likes of the Federal Reserve and on the dovish side the European Central Bank and a raft of Asian policymakers. The question is who could be on the verge of making a policy mistake.
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Video: Asia’s Diverging Covid Strategies

Video: Asia’s Diverging Covid Strategies

23 Sep 2021
Asian economies are often lumped into the collective bucket of following “zero-Covid” elimination strategies. That has certainly been the case in most of the region’s big economies. However, there is increasingly an impetus by the better-vaccinated countries to fully reopen. Vincent surveys the landscape and draws some conclusions regarding preferred currency plays.
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Video: Cryptos, NFTs And CyberPunks

Video: Cryptos, NFTs And CyberPunks

16 Sep 2021
As investors have flipped between euphoria and dejection over the future of crypto-currencies and related digital assets, prices have had a crazy ride. In this video Will outlines a framework for thinking about valuations. Even if digital art sold as NFTs sticks around, the basic economics of their use case means they probably won't be great stores of value.
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Video: The Economics Of Germany's Election

Video: The Economics Of Germany's Election

10 Sep 2021
Ahead of Germany’s election in a couple of weeks, the center-left Social Democratic Party has recently climbed up the polls to eclipse the previously dominant Christian Democratic Union. If the polling is right, the SPD is likely to form a coalition government with Germany’s smaller parties. Nick breaks out the tea leaves to see what a political shift is likely to mean.
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Video: The Implications Of Afghanistan

Video: The Implications Of Afghanistan

3 Sep 2021
In the same week that the US military completed its chaotic withdrawal from Afghanistan, President Joe Biden outlined a more contained doctrine for US foreign policy. In this video interview, Yanmei argues against a declinist view of the Kabul dash for the exit, contending that the longer-term impact may be a much-needed reset of the American imperial project.
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Events

Webinar: Your Questions About China Answered

Webinar: Your Questions About China Answered

15 Jul 2022
China today is a major source of economic and geopolitical uncertainty. Its zero-Covid policy has a significant economic cost, the recovery of the property and tech sectors remains in doubt and the close relationship with Russia raises geopolitical questions. In this webinar, our team attempted to sort out these perplexities.
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Webinar: What Next For Emerging Markets?

Webinar: What Next For Emerging Markets?

8 Jul 2022
Amid a broad-based tightening of global financial conditions, there are fears that emerging markets as an asset class could get caught in the downdraft. Yet notably, EM assets have not underperformed those in developed markets; in the case of currencies, they have outperformed.
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Webinar: Investing In The Age Of Weaponization

Webinar: Investing In The Age Of Weaponization

2 Jul 2022
As crises have emerged, recent years have seen western policymakers weaponize everything from financial services provision to semiconductor production. This will have wide-ranging consequences for the relative performance of assets across the world.
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Webinar: A Worsening Growth Outlook

Webinar: A Worsening Growth Outlook

23 Jun 2022
Between rampant inflation, rising interest rates and high energy prices, the risk of recession is growing on both sides of the Atlantic. China may be stimulating its economy, but could get stuck in a liquidity trap. In this webinar our team assessed growth prospects across the world's major regions.
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Webinar: Europe On The Brink

Webinar: Europe On The Brink

17 Jun 2022
In this webinar, our analysts discussed Europe’s ominous-looking leading indicators and its hawkish central bank. Europe’s near-term economic future is in play, and this will have consequences for exchange rates, government funding costs and risk assets.
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Webinar: What Next For Markets?

Webinar: What Next For Markets?

10 Jun 2022
In this webinar, Louis-Vincent Gave, Anatole Kaletsky and Charles Gave discussed the drivers behind today’s challenging market conditions and offered a roadmap for what may come next.
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Webinar: Global Investment Roundtable, June 2022

Webinar: Global Investment Roundtable, June 2022

3 Jun 2022
Concerns about global growth are escalating amid rising inflation and tightening central banks. In this webinar, our global team examined the risks, region by region.
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Webinar: Is The Worst Over For China?

Webinar: Is The Worst Over For China?

27 May 2022
As Covid case numbers in China steadily fall and Shanghai promises to reopen, the question that emerges is whether the worst is over. In this week's webinar, our China team explained the shifting policy environment and discussed the risks to the economy and markets.
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Webinar: Time To Overweight The US?

Webinar: Time To Overweight The US?

20 May 2022
In this webinar, Will Denyer and Tan Kai Xian examined market moves so far this year to figure out whether US equities now have fallen enough to warrant going overwheight, and whether US treasury yields have risen enough to justify extending duration and/or placing recession bets.
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Paris Seminar, May 2022 (In French)

Paris Seminar, May 2022 (In French)

18 May 2022
Gavekal CEO Louis Gave, along with Europe analyst Cedric Gemehl and Gavekal Intelligence Software's quantitative research principal Didier Darcet, discussed the global investment outlook, provided an update on European markets and outlined the latest research on portfolio construction.
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