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

Private-Equity Managers Persevere in Pitching First-Time Funds

Kelly Barofsky, a Director in GEM’s Investment Research Group, spoke with the WSJ Pro Private Equity about the uptick in debut fund pitches that the firm has observed over the past year and what investors continue to look for from managers before committing capital.

MOI Global: Sal Del Giudice - How to Stand Out in the Hunt for Institutional Capital

Sal Del Giudice, a Director in GEM’s Investment Research Group, sat down with MOI Global’s John Mihaljevic to discuss key strategies fund managers can employ to attract institutional capital and the attributes that distinguish great investors from good ones.

GEM Announces Matt Bank as Next CIO

Stephanie Lynch and Matt Bank spoke with James Comtois at Institutional Investor about GEM’s long-term succession strategy, the advantages of a boutique firm, and GEM’s commitment to investment excellence.

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