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.
GEM announced the promotion of six senior investors to Managing Director. The promotions reflect the depth and continuity of GEM's investment leadership across buyouts, venture capital, marketable investments, client strategy, and investment sourcing, and reinforce the firm's long-term commitment to leadership development and the pursuit of investment excellence.
As the pipeline of emerging managers continues to grow, Caroline Dallas, a Director in GEM’s Investment Research Group explained to the Wall Street Journal Pro Private Equity why growing investor interest in this cohort could create meaningful tailwinds for the next generation of women-led firms.
Head of Venture Capital, Kate Simpson, joined David Weisburd on the How I Invest podcast to share how GEM evaluates venture managers and builds conviction through disciplined sourcing, rigorous reference work, and thoughtful fund-level underwriting in an increasingly bifurcated market.
Let’s start a conversation about how we can help.
