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Global Investment Committee Themes

Value Opportunities Remain in Financials

Financials appear poised to benefit from synchronous global economic growth, the strongest since 2009, raising inflation expectations and re-steepening the yield curve.

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Japanese Equities: An Emerging Growth Story

Loose monetary policy and fiscal stimulus, combined with political and structural reform, may mean that Japanese equities, driven by “Abenomics” and attractively valued, present a rare opportunity after 20+ years of underperformance.

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Consider Getting More Aggressive about Cash Management

Over the past year the short end of the yield curve has steepened materially as both the Fed’s actions and their forward guidance has driven rates over 1% inside a 2-year maturity.

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Emerging Market Equities Present New Opportunities

Emerging markets underperformed the broad market since 2010, but could enter a sustained bull market.

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Global Momentum Stocks May Offer High Performance at a Discount

Momentum stocks, or stocks that have outperformed over the last 6-12 months, are priced at a discount currently for the first time in 30 years.

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Manage Risk of Rising Rates and Spread Widening

The GIC believes interest rate normalization will most likely be a slow and measured affair, but will provide a meaningful headwind for investors using bonds for principal preservation.

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Manage Broad Global Volatility

Along with interest rate normalization, the GIC believes capital market volatility will soon normalize, potentially increasing by as much as 30% over the next three-to-five years across bonds, equities, currencies and commodities.

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Focus on Private Credit to Capture the Illiquidity Premium

Private credit markets continue to be impacted by a deleveraging banking system, financial austerity and limited non-bank sources of capital.

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