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

The Returns Horse Race Has Begun — But Does Measuring Up Matter?

As Matt Bank discussed with Institutional Investor, institutions should avoid the comparison game as endowment return season gets underway and focus instead on simply running their own race.

Largest OCIOs see scale as a friend. Others see an enemy.

Many OCIOs remain divided on the issue of scale: some believe it is necessary for growth, others believe it can inhibit the search for alpha. Matt Bank shared his views with Pensions & Investments.

Could OCIO reporting standards bring light to opaque universe?

As part of Pensions & Investments’ OCIO Special Report, Matt Bank discussed how a crowded OCIO universe has presented challenges for institutions seeking to vet the right outsourced provider.

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