London Seminar (Spring 2019)
| Wednesday, March 27, 2019 - 2:00PM to 5:00PM | |
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Gavekal Research founding partners Anatole Kaletsky and Charles Gave will present their macroeconomic investment outlook for global markets in the coming quarters further to current political developments. Didier Darcet, quantitative research principal, will present his work on fragility and anti fragility of assets incorporated into Charles’ four-quadrants concept mapping asset allocation as a function of economic activity and inflation. Tom Miller, Senior Asia Analyst will be presenting an update on the Chinese economic slowdown in the context of current trade talks with the US followed by an update on the economic situation in India ahead of the upcoming elections. Our European analyst Cédric Gemehl will look at Europe’s cyclical and structural challenges in light of new shifts and risks in the Eurozone’s political economy. The event will be chaired and moderated by Anatole Kaletsky. |
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| Address: One Moorgate, Chartered Accountants' Hall Moorgate Place, London, EC2R 6EA United Kingdom |
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