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?

 

Read More

Recent Insights

In Defense of the Endowment Model, Rightly Understood

The first of Deputy CIO Matt Bank’s new series, The Long View, reaffirms GEM’s belief that the Endowment Model – in the right hands, for the right institutions – remains a compelling means of achieving risk-adjusted returns.

GEM Expands Impact Investing Team with Two New Hires

GEM announced the addition of two new investment professionals to its impact investment team: Angelica Nikolausson joined as Managing Director, and Ann Eubank as Senior Associate.

The Returns Horse Race Has Begun — But Does Measuring Up Matter?

As Matt Bank discussed with Institutional Investor, institutions should avoid the comparison game as endowment return season gets underway and focus instead on simply running their own race.

Connect with us

Let’s start a conversation about how we can help.