EFTA Document EFTA01459648

8 February 2016 US Equity Insights [Figure 68: Thematic plays - YTD total returns 2% 0% -4% etc -8% -10% -12% 4yetet eis, 447 ked e ci a tie de Ger e. „0„,<1' 6 / _ • / Sane seA Onion likrat Manson Often Weenstrep nen Figure a91 Thematic plays. underlyin0 sectors and baskets - YTD total returns* YTD Total Returns Cyclicals -7.5% Credit vs. Commodity Play Consumer Discretionary -7.3% Financials -10.9% Energy -4.3% Energy -4.3% Financials -10.9% Capex -6.0% Indu