January 06, 2025
GEM 2025 Outlook: Shifting Winds
The central tension in GEM’s 2025 Outlook is a fairly typical one: The current economic backdrop of solid growth and coordinated global monetary easing is supportive of risk assets, but those favorable conditions are well known and largely reflected in current market pricing. With that in mind, how should investors prepare for new unknowns: the impact of President-elect Trump’s policy mix on markets, the ability of global central banks to preserve a soft landing, the runway for continued outperformance in the US stock market, and more?
Read the Outlook for our team’s assessment of these questions and learn how we are strategically positioning client portfolios to navigate the volatility.
Sourcing and manager selection typically get top billing in conversations around private investments, but one underappreciated aspect of a successful private allocation—explored in our recent whitepaper—is the art of pacing commitments to ensure appropriate portfolio allocation.
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.
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.
Let’s start a conversation about how we can help.
