January 27, 2026
2026 Outlook: The Market’s Reprise
As markets move deeper into a new cycle defined by capital intensity, dispersion, and structural change, investors face a familiar challenge: understanding how to separate signal from noise as conditions evolve. GEM’s 2026 Outlook examines the forces reshaping today’s investment landscape and explores how those themes are actively influencing our team’s allocation tactics and positioning for the year ahead.
Our 2025 Impact Report explores a key question shaping the future of impact investing: how can investors support AI’s development and deployment in ways that maximize its benefits while mitigating its risks?
As dealmakers leave established firms to launch their own, many are turning to deal-by-deal and hybrid structures first. Caroline Dallas, a Managing Director in GEM's Investment Research Group, spoke with Buyouts about why GEM sees this as a natural market evolution.
GEM announced the promotion of six senior investors to Managing Director. The promotions reflect the depth and continuity of GEM's investment leadership across buyouts, venture capital, marketable investments, client strategy, and investment sourcing, and reinforce the firm's long-term commitment to leadership development and the pursuit of investment excellence.
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