London Seminar (Fall 2019)

Monday, November 18, 2019 - 2:00PM to 5:00PM
Gavekal co-founders Charles Gave and Anatole Kaletsky will present their global outlook for risk assets in coming quarters and discuss the prospects for US economic growth. Charles will also introduce his latest work on asset allocation focused on Wicksell vs Keynes, or why Gold was always at the centre of the system and is anything but a barbarous relic.

Our senior US analyst Will Denyer will join the debate and present his outlook for the US economy and markets. Gavekal senior Asia analyst Tom Miller will present our latest research on China and India. The discussion will be moderated by Anatole Kaletsky who will also add analysis on the state of the relationship between the UK and the EU.
Address: One Moorgate, Chartered Accountants' Hall Moorgate Place, London, EC2R 6EA United Kingdom
RSVP: Jamie Robinson (jrobinson@gavekal.com)   or   [Register Here ]

New York Seminar (Fall 2019)

Wednesday, November 20, 2019 - 8:30AM to 11:30AM
Co-Founder and Chief Economist Anatole Kaletsky will present his view on global markets and the outlook for risk assets. Co-Founder and CEO Louis-Vincent Gave will present his global macro outlook, specifically looking into the surge in “anti-fragile” assets and addressing the global bond bubble. Partner and Head of Research Arthur Kroeber will present his views on the global macroeconomic environment, as well as the Dragonomics team's outlook on China. Senior Emerging Markets Analyst Udith Sikand will present his outlook for emerging markets.
Address: The University Club - 1 West 54th Street, New York City
RSVP: Nicolas Oudin (noudin@gavekal.com)   or   [Register Here ]

Stockholm Breakfast Seminar

Thursday, November 21, 2019 - 9:00AM to 10:30AM
Charles Gave and Pierre Gave will present their global outlook for risk assets in the coming quarters and discuss the prospects for US economic growth. Charles will also introduce his latest work on asset allocation focused on Wicksell vs Keynes, or why gold was always at the center of the system and is anything but a barbarous relic.

The seminar starts at 09:00. A light breakfast will be served from 08:30.
Address: Grand Hotel, Conference Room New York, S. Blasieholmshamnen 8, 103 27 Stockholm, Sweden
RSVP: Daniel Sjogren (dsjogren@gavekal.com)   or   [Register Here ]

Milan Seminar

Thursday, November 28, 2019 - 8:30AM to 11:00AM
We are pleased to invite you to our seminar in Milan on Thursday 28th. Founding Partner Charles Gave will give his global macroeconomic outlook for the coming quarters and will answer questions on the new book, "Clash of Empires: Currencies and Power in a Multipolar World", which will be given out at the seminar. US Economist Will Denyer will present his outlook for the US economy. Didier Darcet, quantitative research principal, will present his latest work on portfolio construction.
Address: Four Seasons Hotel - Via Gesu' 6/8 - 20121 Milano MI – Italy
RSVP: Michele Morandi (mmorandi@gavekal.com)   or   [Register Here ]