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We. pc,uton ftcx 11, 2 tcej pcluba irnosvowt ti 'Mc hght, 4sse...I as pwspactwos PrAioho High-conviction ideas Selected investment ideas to complement wealth-management clients' portfolios Global financials Idea initiated July 1, 2015 Reference measure MSC! AC World Financials Index vs. MSCI AC World Iride's • inw?stment horizon 3 12 months Performance vince O Financials have tmderperformed the overall equity market over the last month, due in part to concerns over Greece. But we are still positive on financials over a 3-12 months time horizon. Valuations remain attractive, with the MSCI AC World Financials Index now trading at around a 20% price-to- earnings (PIE) discount to the MSCI AC World Index (according to Standard & Poor's). This discount is likely to narrow over time, if financial firms' balance-sheet quality continues to Improve. Indian equities Idea initiated May 1, 2015 Reference measure CMX Nilty x'n vs cash" investment hon.•ciri 3 - 12+ n-enths frefft+nnance since initiation 0 Atter a difficult few months, Indian equities started to pick up steam in mid-June and have continued to perform well since then. Recent gains may have been helped by the redeployment of funds by international investors from a tattering Chinese equity market. At a domestic level, there is also evidence that spending on infrastructure is starting to Increase. Other medium-term positives are likely to be accommodative monetary policy and expectations of further reform. German housing idea initiated April 1, 2015 Reference measure Dallas Fed International House Price Index Databint, for Germany vs. cash" Int,tstment horizon 24 months-, Pinforrnance since initiation 0 Recently published estimates by the Dallas Fed suggest that German housing prices continued to increase in the first quarter after steady gains in 2009-14. Continuing support for prices is likely to come from Eurozone monetary policy, whi

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Independent research project. Not affiliated with the U.S. Department of Justice, FBI, any government agency, or Anthropic. All analytical text on this site is AI-generated (Claude, Anthropic) and iteratively fact-checked against source documents, but may contain errors. Verify all claims against linked EFTA sources before citing.
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