Webinar: European Course Correction, Or Steady On Ahead?

Thursday, September 23, 2021 10:00 AM in New York
Germans go to the polls in a week and a half, where they are likely to pick a new government. Meanwhile, the European Central Bank has denied media reports that it is considering raising interest rates early, energy prices seem to be going wild and next week will see meetings by both the Riksbank and the Bank of England’s Monetary Policy Committee. In other words, there is no shortage of news and events that may make markets jittery. At next week’s webinar, our Europe team will convene to make sense of it all and plot Europe’s likely fiscal and monetary course.
Registration: For subscribers, please
Registration: For non-subscribers, please contact sales@gavekal.com for requests to join the webinar

London Autumn Seminar

Wednesday, September 29, 2021 2:00 PM in GMT
We are delighted to announce the return of Gavekal's London Seminar on Wednesday, September 29. Presenting in person will be Gavekal founding partners Charles Gave and Anatole Kaletsky as well as Gavekal's senior Asia analyst Tom Miller, and joining via video link from Beijing will be China corporate analyst Thomas Gatley.

• Charles Gave will present on global portfolio construction
• Anatole Kaletsky will discuss the global macroeconomic and investment strategy outlook for the coming quarters
• Thomas Gatley will present a China macro update and answer the question "Are Chinese equities still investible?"
• Tom Miller will present a geopolitical analysis of China, India and Asia

Please note:
This will be an in-person event with a limited number of guests, so please register early. It will not be live-streamed. However, a recording will be made available on our website after the fact.

Time: Wednesday, September 29, 2021 - 2:00pm to 5:00pm
Address: Chartered Accountants' Hall, Moorgate Place, London EC2R 6EA
Address: Chartered Accountants' Hall , Moorgate Place, London EC2R 6EA
RSVP: Jamie Robinson (jrobinson@gavekal.com)   or   [Register Here ]

Paris Seminar (French)

Friday, October 15, 2021 - 8:30AM to 11:00AM
Gavekal co-founders Charles Gave and Louis Gave, along with Europe analyst Cedric Gemehl and Gavekal Intelligence Software's quantitative research principal Didier Darcet cordially invite you to our upcoming seminar in Paris.

The speakers will discuss the global investment outlook, provide an update on European markets, and outline the latest research on portfolio construction.

Breakfast – 8:30am
Presentations – 9am to 10:20am
Panel discussion – 10:20am to 11am

Please note that the club requires a jacket and tie for gentlemen. The seminar will be conducted in French. It will not be live-streamed.
Address: Cercle de l'Union Interalliée, 33 Rue du Faubourg Saint-Honoré, 75008
RSVP: Nina Heitz (nheitz@gavekal.com)   or   [Register Here ]