As investors contemplate a possible end to the AI investment boom, government bonds have caught a bid over the last week. Louis and Anatole will discuss whether such a denouement is likely to occur and what this would mean for the macroeconomic outlook and the performance of core asset classes.
Miami Breakfast
Monday, October 26, 2026 - 8:00AM to 10:00AM
You and your colleagues are cordially invited to our upcoming breakfast event in Miami, at which Gavekal Co-Founder & CEO Louis-Vincent Gave 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.
A buffet breakfast will be provided from 08:00.
Address:
JW Marriott Marquis, 255 Biscayne Blvd Way
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, 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
