Epstein Secrets

Adam gives an overview of major global asset classes and touches on the unlikelihood of a US recession. • US Equity Insights — Head of US Equity, David Bianco, discusses his decision to cut 2016E S&P EPS almost entirely from Financials based on the impact of Fed rate hikes. • Chino's Evolving FX Policy —

current markets, we will be happy to schedule a call. Additional pieces include: • 10 Themes for 2016 — Our WM CIO and Chief Investment Strategist, Larry Adam, outlines his top ten expectations for the coming year. Replay instructions for his conference call on the topic are included in the attachments as

Adam gives an overview of major global asset classes and touches on the unlikelihood of a US recession. • US Equity insights — Head of US Equity, David Bianco, discusses his decision to cut 2016E S&P EPS almost entirely from Financials based on the impact of Fed rate hikes. • Chino's Evolving FX Policy —

urrent markets, we will be happy to schedule a call. Additional pieces include: • 10 Themes for 2016 — Our WM CIO and Chief Investment Strategist, Larry Adam, outlines his top ten expectations for the coming year. Replay instructions for his conference call on the topic are included in the attachments as

rry Adam gives an overview of major global asset classes and touches on the unlikelihood of a US recession. US Equity Insights — Head of US Equity, David Bianco, discusses his decision to cut 2016E S&P EPS almost entirely from Financials based on the impact of Fed rate hikes. China's Evolving FX Policy — O

s, we will be happy to schedule a call. Additional pieces include: EFTA01477352 10 Themes for 2016 — Our WM CIO and Chief Investment Strategist, Larry Adam, outlines his top ten expectations for the coming year. Replay instructions for his conference call on the topic are included in the attachments as

ategist, gives an overview of major global asset classes and touches on the unlikelihood of a US recession. US Equity Insights — Head of US Equity, David Bianco, discusses his decision to cut 2016E S&P EPS almost entirely from Financials based on the impact of Fed hikes. China's Evolving FX Policy — Our ch

tion and dial-in info Please find attached our "Ten Themes for 2016" presentation by our Chief Investment Officer and Chief Investment Strategist, Larry Adam. Replay information from his presentation on the topic is included in the attachments. His ten themes are: 1. Global Economy — No Peloton in the

ategist, gives an overview of major global asset classes and touches on the unlikelihood of a US recession. US Equity Insights — Head of US Equity, David Bianco, discusses his decision to cut 2016E S&P EPS almost entirely from Financials based on the impact of Fed hikes. China's Evolving FX Policy — Our ch

dives into the risks of a slowdown in euro-area growth, primarily driven by an external demand shock and a deflationary shock. Weekly Highlights — Larry Adam, our US WM CIO & Chief Investment Strategist, gives an overview of major global asset classes and touches on the unlikelihood of a US recession. U