Investing Into 2026

Wednesday, December 17, 2025 - 10:30AM to 11:30AM
To close out the year, Gavekal’s three founding partners will convene to discuss the investment environment heading into 2026. Asset allocators must ponder where the US-China technology rivalry goes from here and whether the two economies can reconcile their differences, if the US consumer can stand up to the pressure, and the relative appeal of emerging markets in regions like Latin America.
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