Wednesday, September 30, 2026 12:00 PM in New York
You and your colleagues are cordially invited to our luncheon in New York on Wednesday, September 30, with Gavekal Co-Founder/CEO Louis-Vincent Gave and Arthur Kroeber, Head of Research at Gavekal Dragonomics.
Louis and Arthur will discuss the global investment outlook. Topics for discussion will include the unfolding bond sell-off, the sustainability of the AI investment boom, the looming fiscal crisis in France, and China’s slowing economy and rapidly evolving technology sector.
New York
Fasano, 60 East 49th Street, New York City
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.
12:00: Buffet lunch, registration and opportunity to meet Gavekal analysts 12:45: Session 1 17:00: Drinks reception
Session 1: Global macro Anatole Kaletsky, Will Denyer and Cedric Gemehl will address key macro themes in the world's main economic blocs: the US, Europe and China. Moderator: Louis-Vincent Gave
Session 2: The changing energy landscape Tom Holland, AJ Cortese and Tom Miller will assess the prospects for oil prices in light of the ongoing Middle East conflict, China's drive to wean itself off fossil fuels through electrification, and the scramble for the critical minerals needed for green energy supply chains. Moderator: Arthur Kroeber
Session 3: Fireside chat with Charles Gave Charles Gave will discuss his analysis of the global economy and what the most important issues for investors are. Moderator: Tom Holland
Session 4: Global tech competition Laila Khawaja, Thomas Gatley (via Zoom) and Christopher Beddor will evaluate the rise of China's tech ecosystem and the resulting trade and geopolitical tensions. Moderator: Arthur Kroeber
Session 5: Investment strategy Louis-Vincent Gave, Anatole Kaletsky and Didier Darcet will explore how our macro insights can translate into actionable investment decisions. Moderator: Pierre Gave
London
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
You and your colleagues are cordially invited to our upcoming seminar in Geneva on Tuesday, October 27 with Gavekal Co Founder/Chief Economist Anatole Kaletsky and European Economist Cederic Gemehl.
The speakers will share their perspectives on the global investment and economic outlook.
Coffee will be served from 8:30am and the presentations will start at 9:00am.
You and your colleagues are cordially invited to our upcoming seminar in Zurich on Wednesday, October 28 with Gavekal Co Founder/Chief Economist Anatole Kaletsky and European Economist Cederic Gemehl. The speakers will share their perspectives on the global investment and economic outlook. Coffee will be served from 8:30am and the presentations will start at 9:00am.
Zurich
Zunfthaus zur Zimmerleuten, Limmatquai 40, 8001 Zürich
Tuesday, November 17, 2026 4:15 PM in The American Club, Exchange Square
Gavekal partners and analysts will discuss the major issues facing markets and economies, including the ongoing bond sell-off, the sustainability of the AI investment boom, the outlook for the yen, and the challenges around a slowing Chinese economy and geopolitical tensions.
Please note that presentations will begin promptly at 16:30 and last approximately two hours, including Q&A sessions. We will serve a full dinner after the final presentation. Guests are invited to stay and continue the discussion over a meal and drinks.
Agenda: 16:15: Arrival of guests 16:30–16:35: Opening remarks by Gavekal CEO, Louis-Vincent Gave 16:35–17:30: Panel 1—Global Macro and Markets
Panelists: Louis-Vincent Gave, CEO Will Denyer, Chief US Economist Udith Sikand, Senior Emerging Markets Analyst
Moderator: Tom Holland
17:30–17:35: Break 17:35–18:30: Panel 2—Outlook for the Chinese economy and markets
Panelists: Arthur Kroeber, Partner & Head of Research Christopher Beddor, Deputy China Research Director Louis-Vincent Gave, CEO
Moderator: Tom Holland
Both panels will be 45 minutes, followed by 10 minutes of questions from the audience.
18:30: Dinner and drinks reception.
The American Club, Exchange Square
The American Club, Floor 48, Two Exchange Square, Central, Hong Kong
