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Epstein United Tech UTX UTX US Ronald J. Epstein NEUTRAL BWX Technologies, Inc. BWXT BWXT US Ronald J. Epst
Page HOUSE_OVERSIGHT_014629
ge cap US oils. We view Hess as the most catalyst rich large cap US E&P for 2017 with a return to growth
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L NO Hamish Clegg Statoil STO STO US Hamish Clegg NEUTRAL BP plc BP BP US Christopher Kuplent BP ple BPAQF
Page HOUSE_OVERSIGHT_023597
ation trade. Cheapen Financials upside by selling rich Utilities and Staples vol & expensive correl. Hi
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-- PAGE BREAK --- Japanese equities Preference: neutral Topix (24 Oct): 743 (last publication: 743) UBS
Page HOUSE_OVERSIGHT_025266
would advise that EM portfolios tilt toward cash-rich and faster- growing Asia. Country preferences wi
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