The document is a market alert from GIO Global Investment Opportunities discussing the potential for a Fed rate hike in 2015 and its implications on equity markets. It advises taking profits on certain US equity exposures and highlights sectors to hold onto, such as US banks and hedged Japanese equities. The alert also mentions the impact of quantitative easing in Europe and Japan. Key individuals mentioned include Anton Pil, Jeanne Sun, and Peter Epstein.
documents/EFTA01196657.pdf
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