US Equity Strategy Overview 3
S&P 500 target 4
S&P 500 EPS Outlook 10
S&P 500 European Exposure 16
Risk scenarios 18
S&P 500 US government exposure 19
Sector preferences 22
S&P 500 Sector Allocation 23
Themes for 2012 36
Theme 1: Navigating a macro market 36
Theme 2: Corporate cash deployment 43
Theme 3: Quality 49
Theme 4: Growth stocks 52
Style Rotation 54
Appendix 61

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楼主，资料是哪里找的呢

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