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.
Head of Venture Capital, Kate Simpson, joined the Swimming with Allocators podcast to discuss how GEM constructs its venture portfolio, why the market has bifurcated, and where disciplined manager selection creates the most compelling opportunities.
Our 2025 Impact Report explores a key question shaping the future of impact investing: how can investors support AI’s development and deployment in ways that maximize its benefits while mitigating its risks?
As dealmakers leave established firms to launch their own, many are turning to deal-by-deal and hybrid structures first. Caroline Dallas, a Managing Director in GEM's Investment Research Group, spoke with Buyouts about why GEM sees this as a natural market evolution.
Let’s start a conversation about how we can help.
