GEM 2024 Outlook: The Big Debates

January 17, 2024

The Big Debates

These are a few of the questions in markets that will drive our Investment Team and allocation activity next year:

  • Where are we in the artificial intelligence hype cycle?
  • Is China’s equity market cheap enough?
  • Is Japan’s recovery durable or transitory?
  • Have real estate valuations reset adequately?

 

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Recent Insights

GEM Makes Key Hire to Expand VC Capabilities

Kate Simpson and Jay Ripley spoke with James Comtois at Institutional Investor about Kate’s decision to join GEM, the evolution of the venture market, and how the firm is navigating current challenges and opportunities to meet the growing demand for access.

Kate Simpson Joins GEM to Lead Venture Capital Strategy

The firm announced that Kate Simpson has joined GEM as Managing Director on the Investment team. With more than 20 years of experience, she will help guide the firm’s venture capital strategy and further strengthen its investment platform.

Stephanie Lynch Named to P&I’s 2025 Influential Women in Institutional Investing

GEM is proud to announce that Managing Partner and Co-Founder, Stephanie Lynch, has been recognized by Pensions & Investments as one of the 2025 Influential Women in Institutional Investing, honoring leaders driving impact and positive change in the industry.

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