The document provides a financial analysis and market strategy for the S&P 500, predicting it to reach 2200 by the end of 2016 and 2400 by the end of 2017. It includes EPS and DPS estimates, 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 and EM economy weakness.
documents/vol00010-efta01459640-pdf.pdf
{"title":"Strategy Flashcard","document_date":"February 2016","document_type":"tabular","document_subtype":"financial analysis","key_organizations":["Deutsche Securities Bank"],"reference_numbers":["DB-SDNY-0120208","SDNY_GM_00266392","EFTA01459640"]}