Global markets are being roiled by geopolitical tensions, rising bond yields and uncertainty over the outlook for inflation and monetary policy. At the same time, the AI boom and shifting trade and capital flows are reshaping the global economic and investment landscape. In our first webinar of the autumn season, Gavekal’s founding partners will discuss what these crosscurrents mean for markets and how investors should position their portfolios.
Registration: For subscribers, please Registration: For non-subscribers, please contact sales@gavekal.com for requests to join the webinar
New York Seminar & Luncheon
Wednesday, September 30, 2026 12:00 PM in New York
You and your colleagues are cordially invited to our luncheon in New York on Wednesday, September 30, with Gavekal Co-Founder/CEO Louis-Vincent Gave and Arthur Kroeber, Head of Research at Gavekal Dragonomics.
Louis and Arthur will discuss the global investment outlook. Topics for discussion will include the unfolding bond sell-off, the sustainability of the AI investment boom, the looming fiscal crisis in France, and China’s slowing economy and rapidly evolving technology sector
New York
Fasano, 60 East 49th Street, New York City
In several panels, Gavekal’s partners and analysts will discuss the global macroeconomic picture, update their investment strategy recommendations, and analyze the latest developments in tech and energy.
Further details about the program and additional panelists will be announced later.
London
ICAEW, Chartered Accountants' Hall, One Moorgate Place, London EC2R 6EA
You and your colleagues are cordially invited to our seminar in Milan on Thursday, October 22, with Gavekal Co-Founder/CEO Louis-Vincent Gave and Europe Economist Cedric Gemehl.
The speakers will discuss the global investment outlook and provide an update on the European market.
Coffee will be served from 08:30 and the presentations will commence at 09:00.
Milan
NH Collection Milano Touring, Via Iginio Ugo Tarchetti, 2, Milano, IT 20121
You and your colleagues are cordially invited to our upcoming seminar in Geneva on Tuesday, October 27 with Gavekal Co Founder/Chief Economist Anatole Kaletsky and European Economist Cederic Gemehl.
The speakers will share their perspectives on the global investment and economic outlook.
Coffee will be served from 8:30am and the presentations will start at 9:00am.
You and your colleagues are cordially invited to our upcoming seminar in Zurich on Wednesday, October 28 with Gavekal Co Founder/Chief Economist Anatole Kaletsky and European Economist Cederic Gemehl. The speakers will share their perspectives on the global investment and economic outlook. Coffee will be served from 8:30am and the presentations will start at 9:00am.
Zurich
Zunfthaus zur Zimmerleuten, Limmatquai 40, 8001 Zürich
