Global Utility White Paper CONFIDENTIAL US Utilities PE/SPX PE Close to record relative PE ot Fs) a JUTY tne (Ptladeighia Sock Euchre Uttity Ince) utes wn tread mare Source: Bloomberg While we will continue to see solid growth from the regulated names, and a total return arg...
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From: Ens, Amanda_____________________________ Sent: 12/9/2016 4:03:45 PM To: jeffrey E. [[email protected]]; Richard Kah ___________________________________ Subject: RE: Financials: buy XLF call spreads Attachments: image001.png Importance: High Thank you Jeffrey. Notional i...
with increased challenges in the diplomatic, economic, and security domains, China’s influence activities have collectively helped throw the crucial relationship between the People’s Republic of China and the United States into a worrisome state of imbalance and antagonism. (Thro...
…with the founding principles of the kibbutz, and wanted to play his role in making it a success, I could see, as I grew older, that he was often impatient at what he saw as its intellectual insularity and its ideological rigidities. Though it didn’t strike me at the time, he was...
2017 OUTLOOK In Closing WE DO NOT BELIEVE THE COMING YEAR WILL BRING AN END to the prolonged run of positive performance for either the US economy or the bull market for equities. Despite greater uncertainties, including those tied to a new US administration, the policy backdro...
…new law, the foreign pension fund's long-term or short-term capital gain is exempt from U.S. income tax and FIRPTA withholding because FIRPTA does not apply. B. Equity Kicker Mortgage Loan Investment. A foreign pension fund acquires an ownership interest in a mortgage loan secur...
Overweight US Energy Infrastructure Master Limited Partnerships (MLPs): We initiated a direct allocation to energy MLPs in late January 2016 and have maintained that tilt. Given our assumptions about oil prices, we believe that the cash distributions from MLPs are generally secur...
Asian equities (ex-Japan) MSCI Asia ex-Japan (27 June): 469 (last month: 466) UBS View MSCI Asia ex-Japan (6-month target): 515 ¢ The region continued to show high volatility last month, with its P/BV temporarily close to 2008 lows. ¢ Hong Kong and Singapore markets’ domestic fu...
From: Ens, Amanda Sent: Friday, November 11, 2016 4:04 PM To: ‘jeffrey E.'; "Richard Kahn' Subject: Financials trade for Monday It’s not too late to buy financials as a medium term trade. They’ve run up a lot this week but we’re getting endless calls from generalists asking wh...
…main the case in the current environment. e Western winners from emerging market growth (sourced from existing equity holdings) Emerging economies continue to grow faster than developed economies. With little need to deleverage and repair balance sheets, Asian economies are also...
…two weeks have been a severe setback for financial markets and the global recovery. [1] Today, Italian equity markets sold off sharply and were eventually shut down after the ECB (for now) rejected being the buyer of last resort for Italian government bonds, as the markets were...
defensive dividend stocks to take advantage of the improving cyclical backdrop and rising bond yields. That meant our November screen included a high proportion of Financials. This somewhat remains the case but we note the addition of several industrial companies in our latest sc...
…esentative Jeb Hensarling's team, would provide banks an off- ramp option to all Basel 3 requirements as long as banks hold a 10% capital ratio. This plan would probably decrease the availability of leverage, and could also result in reduced demand for short-dated Treasuries in H...
Emerging market equities MSCI EM (27 June): 913 (last month: 907) UBS View MSCI EM 6-month target: 1,000 ¢ Currency weakness hurt emerging market (EM) equity performance in US-dollar terms year-to-date. We expect EM FX to appreciate against the USD from current levels over a six...
From: Paul Morris [| —_—_—_—_—_—acaT | Sent: 3/14/2014 10:27:39 PM To: Jeffrey Epstein [[email protected]] Subject: Re: Oil options [C] Attachments: graycol.gif Importance: — High Classification: Confidential I do want to talk to u about this, they spent too much thinking...