Global macro strategy, investment research, and geopolitical analysis by Louis-Vincent Gave

Louis-Vincent Gave said he and Anatole Kaletsky were set to discuss the sustainability of the current AI capital expenditure boom, especially in the context of rapidly increasing corporate bond ...

Louis-Vincent Gave compares the current wave of AI-related capital spending to the technology, media, and telecommunications boom in 1999-2000. He observes that, unlike during that earlier ...

Louis-Vincent Gave highlights that OECD bonds have underperformed on two key fronts. He points out that not only has their performance been disappointing, but they also failed to provide ...

Louis-Vincent Gave reflected on the impact of Dogecoin, stating that having the cryptocurrency a year and a half ago was a positive development. He suggested that circumstances could have been ...

Louis-Vincent Gave suggests that Hong Kong has traditionally played a crucial role as a bridge between China and the West. He believes that as the global financial system, established since ...

Louis-Vincent Gave highlights that Latin American bonds are once again outperforming other bond markets this year. Gave mentions insights from Alexandre Larrain, described as his go-to source ...

Louis-Vincent Gave, industry influencer, announced that Leomir Mironov has joined GaveKal and will manage the soon to be launched GaveKal China equity fund. The fund will offer investors ...