Trading with Brexit Wonderland Webinar with Helen Thomas and Dan McLaughlin – A live zoom webinar held on 24th March 2021
Irish Housing Market Outlook Webinar with Economist Dan McLaughlin – A live zoom webinar held on 24th February 2021
Estate Planning Webinar with John Gill of Matheson – A live zoom webinar held on 10th February 2021
Strategies to Clean Up With– A live zoom webinar held on 19th November 2020 on ‘ Climate Change ’ which we consider an important theme for investors.
Presented by Kim Mayer who is a research analyst within GMO’s Focused Equity team which manages a number of thematic portfolios at GMO, including the GMO Climate Change Fund.
REGIME CHANGE – A live zoom webinar held on 22nd October 2020 on the topic ‘Regime Change’ by an acclaimed author and financial historian Russell Napier
Lending as an Investment – A live Zoom webinar held on 8th September 2020
LatAm Rhythms – Market Insights from Latin America, A live zoom webinar held on 8 JULY 2020
Presentation by Mubashira Bukhari Khwaja and Viktor Szabó, our two LatAm specialists who run Aberdeen Latin American Income Fund discussing about the reopening of Latin America, focusing on:
- Impact of COVID
- Economic prospects for LatAm
- Trading relations with USA and rest of world
- Industries where LatAm companies are world-class
“ENTER THE DRAGON” – Market Insights from China, A live zoom webinar held on 24 JUNE 2020
Presentation by Brendan Ahern, Chief Investment Officer of KraneShares discussing about the reopening of China, focusing on:
- The rebound of the Chinese economy
- The threat of a new Cold War
- China’s role within the region
‘WE’LL ALWAYS HAVE PARIS’ – MARKET INSIGHTS FROM PARIS, a live Zoom webinar held on 17 June 2020
Presentation by Cedric Gemehl of Gavekal Research discussing about the reopening of continental Europe, focusing on:
- EU support measures
- The effect of negative interest rates
- Europe’s relationship with the US and China
‘Vagabond Shoes’ a live Zoom webinar held on 10 June 2020
Presentation by Gregg Guerin, senior strategist for First Trust Global Portfolios discussing about:
- life during and after lockdown in New York
- expectations for the US economy
- the US Presidential election
- the outlook for the US Dollar
‘In the Alphabet Soup’ a live Zoom webinar with Santiago Investment Advisory Board held on 30 April 2020
Standing on the Shoulders of Giants – 11 November 2019
Presentation by keynote speaker Anatole Kaletsky and an interview with Anatole and our Investment Advisory Board, Dan McLaughlin, Helen Thomas, Bernard McAlinden and Ronan O’Houlihan.
An absorbing evening with a fascinating talk from Anatole and a lively discussion afterwards. For those who were unable to make it and in case anyone wanted to listen for a second time we had the event videoed.
About Anatole Kaletsky
Anatole is founder and co-chairman of Hong Kong based economic and asset management firm Gavekal Ltd. A principal contributor to Gavekal Research and a columnist for Reuters and the International Herald Tribune, Anatole is a founding member and former chairman of the Institute for New Economic Thinking. His book Capitalism 4.0, on the post-crisis transformation of the global economy was nominated for the Samuel Johnson Prize. Anatole spent 30 years previously as an economic journalist and commentator for the Financial Times, The Economist and the London Times.