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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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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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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. The current supply/demand imbalance in private lending provides a reasonably rich illiquidity premium and presents attractive risk-adjusted investment opportunities for patient capital.

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