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.
In Buyouts’ latest Emerging Managers Report, Caroline Dallas, a Director in GEM’s Investment Research Group, offers her perspective on the growing independent sponsor market and shares why, for dealmakers who are looking to branch out, now might be the right time to take the leap.
Kelly Barofsky, a Director in GEM’s Investment Research Group, joined Giovanni Amodeo at ION Analytics to discuss GEM’s approach to identifying opportunities in the lower mid-market, including the importance of sector specialization and manager-investor alignment.
Jay Ripley, Head of Investments, spoke with FundFire about the recent close of GEM’s inaugural independent sponsors fund and shared the importance of manager diligence in establishing long-term GP-LP relationships.
Let’s start a conversation about how we can help.
