2.579 -0.1% -02% 152% MSCI AC World • 573 -0.4% -OA% 14.6% Cons Disc • 738 0.4% 0.7% 13.9% MSCI EAFE • 1,148 -0.8% -1.1% 10.7% Cons Staples 564 0.9% 2.1% 6.0% TOPIX • 1.779 -12% 0.4% 17.1% • Energy 503 -2.1% 1.1% -9.3% FTSE 100 • 7.414 -02% -1.7% 3.8% _4 Financials

20 November 2015 US Equity Insights Figure 61: 3Q15 Sales and EPS growth by sector Sales y/y EPS y/y -20% Cons Disc Ex Auto & Home Builders Cons Staples Energy Financials Health Care Industrials Tech Ex AAPL & GOOG Materials Telecom Utilities -15% -10% -5% 0% 5% 4% 17% 3% 12% 1% -2