12mths (Chart 2)) we could see further inflows in favour of "income" strategies in the equity space. Dividends could come back again as a theme to play in this "anaemic" market for returns. A part from CROCI DIVIDEND strategies (the core for an asset allocation in dividend stocks via dynamic strategies), here are a few DB custom synthetic baskets that are investing in "dividend" related stocks (static baskets): DBCGDD3N DBCTDGYN DBCTUQDN DBUSDIVG Dependable Dividends Dividend Growth, high yield UK Quality Dividend US Dividend Growth You can invest in the baskets easily via delta 1 certificates. You can find the constituents on bloomberg (page DBCU) or ask me if you need. Chart 1: US 10Y 2.4000 2.2000 2.0000 1.8000 1.6000 ,E43010YR Index (US Generic Gay: 10 Year Yield) Graph 133 Gapyrigtite 2014 Bloomberg Finance L.O. 15-4.3, -2014 06:54 49 Dec Mar Jun Sep Dec Mar 2012 I 2013 2014 Chart 2: Bunds CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) CONFIDENTIAL DB-SDNY-0 112252 SDNY_GM_00258436 EFTA01454252