Blog

July 8, 2022
Don’t Believe The US Recession Forecasts
Dear Clients and Readers,  This week, we are presenting a thought-provoking article from Gavekal Research's Co-Founder, Anatole Kaletsky. In his piece, Anatole shares a contrarian take on the current outlook for the US economy. While we don't necessarily agree wholeheartedly with his forecast, his viewpoint bears consideration, especially as the consensus for a recession continues to […]
By: Evergreen Gavekal
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March 17, 2022
Stranger Than Fiction
Each December, as most of us prepare to celebrate the holiday season, Wall Street luminaries deliver their outlooks for the year ahead. Typically, they “predict” where markets will finish in the coming year and detail key risks that could lie ahead. Respected Chief Economist at Deutsche Bank, Torsten Slok, prepared a list for 2020 market […]
By: Evergreen Gavekal
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December 17, 2021
Macro Outlook for 2022
It’s not an exaggeration to say that the raging debate about whether inflation is transitory or persistent is the most important “opinion exchange”, at least for market participants.  Of course, this assumes China doesn’t invade Taiwan, and that Russia doesn’t attack the Ukraine, and Omicron remains highly transmissible but not very virulent. 
By: Evergreen Gavekal
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October 1, 2021
The DNA of a Successful Client
Every Monday at 9 AM, we gather to discuss feedback we're hearing both internally and externally. Often it is full of cross currents. Some people are nervous, while others feel like they should be taking more risks.
By: Evergreen Gavekal
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August 20, 2021
Balancing Risk Management With Timely Opportunism
Introduction This week, we are presenting an interview between Evergreen Gavekal's co-Chief Investment Officer, David Hay, and popular financial pundit and friend, Jesse Felder. For those who don't already know of Jesse's work, he began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund headquartered in Santa Monica, California. Since […]
By: Evergreen Gavekal
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