Markets continue to behave as if the world has not fundamentally changed, even as inflation, interest rates, geopolitics and global capital flows enter a new regime. Anatole argues that investors are systematically mispricing four major shifts: the long-term outlook for inflation and bond yields, the global growth cycle, the rotation from AI-led growth to cyclical value and the end of US exceptionalism. He explains why recent market volatility reflects a slow adjustment to these structural changes rather than a temporary disruption, and what this means for portfolios. In this webinar, he will present his latest thinking and answer your questions live.
Registration: For subscribers, please Registration: For non-subscribers, please contact sales@gavekal.com for requests to join the webinar
