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
London Conference
Tuesday, October 20, 2026 12:00 PM in London
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
