You are cordially invited to our upcoming breakfast in Miami on April 28th, co-sponsored by the CFA Society of South Florida.
Gavekal Co-Founder & Chief Economist Anatole Kaletsky will discuss the global investment outlook. Laila Khawaja, Research Director of our new Gavekal Technologies service, will discuss the US-China technology rivalry and the impact of tariff battles.
There is a growing consensus that the age of American exceptionalism is over, and that after years of riding the US tech boom, investors should diversify their portfolios away from US markets. But geoeconomic tensions are running high around the globe, and the world’s two biggest economies are exchanging salvos in a nasty trade war. So, which non-US markets and assets should investors favor and which should they avoid? In our upcoming webinar, Gavekal Research analysts will review the case for increasing ex-US allocations and highlight their preferred markets and asset classes.
Registration: For subscribers, please Registration: For non-subscribers, please contact sales@gavekal.com for requests to join the webinar
Stockholm Seminar
Tuesday, June 3, 2025 - 8:30AM to 11:00AM
You and your colleagues are cordially invited to our Seminar in Stockholm on Tuesday June 3rd with Gavekal co-founder/CEO Louis-Vincent Gave and European Economist Cedric Gemehl. The speakers will discuss the global investment outlook. Coffee will be served from 8:30 and the presentations will start at 9:00.
Address:
Grand Hôtel, Södra Blasieholmshamnen 8, Stockholm
