3
Shared Docs
3
Same-Page
3 / 3
Mentions
and et al. Commodity Markets Outlook & Strategy, Colin Fenton et al. Oil Markets Monthly, Colin Fenton et al. Daily Metals Note, Colin Fenton et al. Agriculture Weekly, Dietz et al. HOUSE_OVERSIGHT_026575 --- PAGE BREAK --- Jan Loeys Global Asset Allocation (1-212) 834-5874 The J.P. Morgan View LE Morgan jan.loe
Page: HOUSE_OVERSIGHT_026576 →8% 19.5% MSCI Europe* 1104 13.2% Healthcare 18.4% 15.5% 15.0% 30.9% MSCI EM $* oo5 12.2% Financials 25.6% 24.2% 23.0% 16.8% Brazil Bovespa 58383 2.6% Information Tech. 15.6% 16.1% -5.2% 19.3% Hang Seng 22111 22.1% Telecommunications 21.9% -3.4% -1.3% 12.2% Shanghai SE 2117 42% Utilities 47% 8.2% -20.4% 5.2% *Levels
Page: HOUSE_OVERSIGHT_026576 →ton et al. Oil Markets Monthly. Cohn Fenton et al. Natural Gas Weekly. Scott Speaker and Shikha Chaturvedi Metals Monthly. Natasha Kaneva et al. Agriculture Weekly. Conc.( O'Malley 4 EFTA_R1_00470163 EFTA01981561 Jan L Global Asset Airoc The J.P. Morgan View 11 July 2014 Forecasts & Strategy Interest r
) Gold ($/oz) Copper (S/metric ton) YID Equity Sector Performance' Energy Materials Industrials Discretionary Staples Healthcare rmancials Information Tech. Telecormimications Utilities Overall •Lawdaneturrn as el Al 10.2014 Sauce: J.P. Wigan 1.36 101 1/1 0.94 2.22 6.15 1021 2.12 1.34 102
d et al. Commodity Markets Outlook & Strategy. Colin Fenton et al. Oil Markets Monthly. Coen Fenton et al. Daily Metals Note. Cohn Fenton et al. Agriculture Weekly. Dietz et al. 4 EFTA_R1_02075116 EFTA02702628 Jan Loeys (1.212)834-5874 ian looys jpmorgan corn Interest rates Global Asset Allocation The
1104 13.2% Healthcare 18.4% 15.5% 15.0% 30.9% MSCI Efil 5' 995 12.2% Financials 25.6% 24.2% 23.0% 16.8% Brazil Bovespa 58383 2.6% Information Tech 15.6% 16.1% -5.2% 19.3% Hang Seng 22111 22.7% Telecommunicabons 21.9% -3.4% -1.3% 12.2% Shanghai SE 2117 -4.2% Uttities 4.7% 8.2%
Entities connected to both Agriculture Weekly and Information Tech
Global Data Watch
ORGANIZATIONFX Markets Weekly
ORGANIZATION
Matthew Lehmann
PERSON
Uruguay
LOCATION
the Ministry of Finance
ORGANIZATION
John Normand
PERSON
JPMorgan Chase
ORGANIZATIONKalina
LOCATIONUS Fixed Income Markets
ORGANIZATION
Ecuador
LOCATION
David Hensley
PERSON
Hungary
LOCATIONthe Indonesia Stock Exchange
ORGANIZATION
Malaysia
LOCATIONthe Stock Exchange of Thailand
ORGANIZATIONthe Securities and Futures Commission
ORGANIZATION
Philippines
LOCATIONthe Mexican Stock Exchange
ORGANIZATIONthe Taiwan Securities and Futures Bureau
ORGANIZATIONBombay Stock Exchange Limited
ORGANIZATION