Pricing Another Middle Eastern War

Thursday, June 26, 2025 - 10:00AM to 11:00AM
Investors last week seemed to be betting that the United States would hold off on directly attacking Iran. Now, after this weekend’s airstrikes, is the US ready to declare victory and move on? Or is this just the start of a regional war in the Middle East that could severely disrupt oil supplies and spark a surge in the crude price? Our team will assess the latest developments on the ground and consider the vulnerabilities of the major economic regions should the worst occur and the price of oil skyrocket.
Registration: For subscribers, please
Registration: For non-subscribers, please contact sales@gavekal.com for requests to join the webinar

Paris Seminar

Monday, October 6, 2025 2:00 PM in Paris
You and your colleagues are cordially invited to our Seminar in Paris on Monday October 6 with Gavekal Co-Founder/CEO Louis-Vincent Gave, Founding Partner & Chief Economist Anatole Kaletsky and Europe analyst Cedric Gemehl.
The speakers will discuss the global investment outlook and provide an update on Europe market.
The presentations will start at 2:00pm.
Paris
Elysees Biarritz
RSVP: Radia Berrada (rberrada@gavekal.com)   or   [Register Here ]

Gavekal Research London Conference

Tuesday, October 21, 2025 12:00 PM in ICAEW
We look forward to a thought-provoking afternoon where during a series of panel discussions and fireside chats, Gavekal’s senior partners and analysts will discuss the most relevant themes for investors.
There will be a light buffet lunch from 12:00, with the main presentations starting at 13:00.
ICAEW
Chartered Accountants' Hall, Moorgate Place, London EC2R 6EA
RSVP: Jamie Robinson (jrobinson@gavekal.com)

Milan Seminar

Thursday, October 23, 2025 - 8:30AM to 11:00AM
You and your colleagues are cordially invited to our Seminar in Milan on Thursday October 23 with Gavekal Co-Founder/CEO Louis-Vincent Gave and Partner/Chief US Economist Will Denyer.
The speakers will discuss the global investment outlook and provide an update on US market. Coffee will be served from 8:30 and the presentations will commence at 9:00.
Address: Hotel NH Collection Milano Touring, Via Iginio Ugo Tarchetti, 2 - 20121 Milano
RSVP: Michele Morandi (mmorandi@gavekal.com)   or   [Register Here ]