Global markets are being roiled by geopolitical tensions, rising bond yields and uncertainty over the outlook for inflation and monetary policy. At the same time, the AI boom and shifting trade and capital flows are reshaping the global economic and investment landscape. In our first webinar of the autumn season, Gavekal’s founding partners will discuss what these crosscurrents mean for markets and how investors should position their portfolios.
Registration: For subscribers, please Registration: For non-subscribers, please contact sales@gavekal.com for requests to join the webinar
London Conference
Tuesday, October 20, 2026 - 12:00PM to 5:00PM
In several panels, Gavekal’s partners and analysts will discuss the global macroeconomic picture, update their investment strategy recommendations, and analyze the latest developments in tech and energy.
Further details about the program and additional panelists will be announced later.
Address:
ICAEW, Chartered Accountants' Hall, One Moorgate Place, London EC2R 6EA
You and your colleagues are cordially invited to our seminar in Milan on Thursday, October 22, with Gavekal Co-Founder/CEO Louis-Vincent Gave and Europe Economist Cedric Gemehl.
The speakers will discuss the global investment outlook and provide an update on the European market.
Coffee will be served from 08:30 and the presentations will commence at 09:00.
Milan
NH Collection Milano Touring, Via Iginio Ugo Tarchetti, 2, Milano, IT 20121
