The document provides a financial analysis and market strategy for the S&P 500, predicting it to reach 2300 by the end of 2016. It includes EPS, PE, and DPS estimates for 2014-2016, and outlines market strategies, thematic and sector strategies, and potential risks. The analysis suggests tilting towards sectors with secular growth, high ROE, and dividend growth, while tilting away from consumer companies with tired brands and smaller cap cyclical plays. Risks include US tax on foreign profits, EM economy weakness, and a surge in long-term interest rates.
documents/vol00010-efta01458542-pdf.pdf
{"title":"US Equity Insights October 2015","document_date":"October 2015","document_type":"tabular","document_subtype":"financial analysis","key_organizations":["Deutsche Bank Securities Inc."],"reference_numbers":["DB-SDNY-0118505","SDNY_GM_00264689","EFTA01458542"]}