Will Denyer is the Director of US Research at Gavekal Research. In this role, he focuses on U.S. economic activity, policy, corporate fundamentals, and market pricing. Denyer has been involved in all parts of the research business of Gavekal—from idea generation and research to writing reports, speaking at seminars, and meeting with clients. He assesses the evolving relationship between monetary policy, the profit cycle, and equity performance. All his research is directed at helping our clients make informed investment allocation decisions.