Investors should bet on three things for 2015: There will be more volatility, interest rates will be going up, and they'll want to participate in the global middle markets, Joe Duran, CEO and founding partner of United Capital Financial Advisors, told CNBC Monday.
Because of that, he likes mega-cap stocks.
"They participate in all three in dollar-denominated terms. They're going to have flexibility smaller companies don't have," Duran said in an interview with "Closing Bell."
If there is higher volatility because of higher interest rates, larger names will pay dividends, he noted.
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The Russell 2000, on the other hand, will continue to underperform next year, Duran said.
"I think we might see a multi-year period where you are way better off being in large companies, well-known brands that the middle-class consumer wants to own."
However, David Kudla, CEO and chief investment strategist with Mainstay Capital Management, is on the opposite side of that trade. He's concerned about the weak global economy impacting mega-cap names.
"I'd look toward small caps as the place to be in 2015 even though larger caps have done better this year," he said.