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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