As the pandemic intensifies across Europe, lockdowns are being reimposed and growth prospects in the first quarter are dimming. Investors are focused on a potential economic reopening by the spring, made possible by the mass rollout of Covid-19 vaccinations. The question is whether markets are overly optimistic since the European Union seems to have botched its vaccine procurement strategy. In addition, Britain is now fully out of the EU, so what are its short- and medium-term prospects?
Webinar: Global Investment Roundtable
Friday, January 22, 2021 10:30 AM in New York
A Democratic US administration is set to control all arms of the US government for the first time since 2010. Will this mean a fiscal blowout, causing big changes in the pricing of treasuries and the US dollar? Louis thinks it might as an inflationary spike could upend the investment environment, while Anatole believes the sailing should be less choppy in the world’s biggest economy, with reasonable growth and only modest inflation. Will will assess the potential for growth-sapping US corporate tax hikes down the line.
Thursday, January 28, 2021 3:30 PM in Paris
GAVEKAL co-founders Charles Gave and Louis-Vincent Gave, along with Didier Darcet (Head of Quantitative Research) and Cedric Gemehl (Europe Analyst) will host a French-speaking webinar.
During the presentations, they will discuss the following topics: - Growth and inflation in Europe post Covid-19 - Behavioral finance for asset managers - Managing money in a Keynesian world