Latest / Capital Allocators – Inside the Institutional Investment Industry
Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
Louis-Vincent Gave is the Founding Partner and CEO of GaveKal, a leading independent provider of macro research, and GaveKal Capital, manager of $2 billion in assets. Louis is one of my go-to sources for strategic research. He came on the show earlier this year to discuss the conflict in Ukraine, and that conversation is replayed on the feed.
This time around, we cover Louis' perspective on the bear market and its transition of leadership from developed to emerging markets. We discuss emerging markets, the U.S. dollar, age of weaponization, deglobalization, China, and where to invest to…
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