Ready to start a conversation? Contact The Kaplan Group today.

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.

Learn more >>

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.

Learn more >>

Consider More Aggressive Cash Management

Over the past year, the Fed’s actions have driven rates over 1% inside a 2-year maturity. Investors now have the opportunity to move cash into ultrashort-term fixed income for potentially higher returns.

Learn more >>

Emerging Market Equities Present New Opportunities

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

Learn More >>

Neutralize Outsized Style and Factor Exposures

Companies with momentum and aggressive growth outperformed their peers over 2017. Both of these factors now appear poised for reversal. 

Learn More >>

Tax Reform: Opportunities in SMID Caps

Highly taxed sectors and small- and mid-cap companies may benefit disproportionately from the new tax legislation.

Learn More >>

Manage Risk of Rising Rates and Spread Widening: Use Credit Long/Short and Structured Credit Funds

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.

Learn More >>

Manage Broad Global Volatility: Consider Global Macro and Managed Futures

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.

Learn More >>

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.

Learn more >>

Meet the Global Investment Committee