Evergreen Gavekal

Likes/Dislikes – November 20, 2020

David Hay / November 20, 2020

Below are Evergreen Gavekal’s Likes/Dislikes for November 20, 2020.

The Next Frontier?

Michael Johnston / November 20, 2020

When investors consider potential investment areas, headwinds and tailwinds are important factors that help provide clues about the future of a sector. Take Big Tech as an example. While the biggest names in tech have seen unmatched growth…

Likes/Dislikes – November 13, 2020

David Hay / November 13, 2020

Below are Evergreen Gavekal’s Likes/Dislikes for November 13, 2020.

Pricing the Post-Election World

Anatole Kaletsky / November 13, 2020

In the days leading up to the US election, markets seemed to be pricing in (1) uncertainty that would drag on after a contested presidential election and/or (2) a “blue wave” that would bring forward a Democratic agenda. This pricing was reflected in…

How Should Investors Think About the 2020 U.S. Election?

Jeff Eulberg / November 6, 2020

The day after election night, Senior Wealth Consultant and Partner, Jeff Otis, interviewed Evergreen investment committee members Louis Gave, CEO and Co-Founder of Gavekal Research, and Jeff Eulberg, Managing Director at Evergreen Gavekal, to get their take on how the results of the US election will impact markets.