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Extraction Summary
4
People
6
Organizations
3
Locations
2
Events
3
Relationships
3
Quotes
Document Information
Type:
Financial research report / equity strategy
File Size:
Summary
This document is a Bank of America Merrill Lynch 'European Equity Strategy' report dated December 1, 2016, forecasting market trends for 2017. It discusses investment strategies regarding 'Reflation, Reversal, Rotation,' Brexit impacts, and sector allocations (overweighting Oil, Health, Utilities, Media). While the content is purely financial analysis, the document bears the Bates stamp 'HOUSE_OVERSIGHT_014460', indicating it was produced as evidence for the House Oversight Committee, likely in investigations involving major banks.
People (4)
| Name | Role | Context |
|---|---|---|
| Ronan Carr | European Equity Strategist, CFA |
Author of the report, employed by MLI (UK), contact info provided.
|
| James Barty | Investment Strategist |
Author of the report, employed by MLI (UK), contact info provided.
|
| Tommy Ricketts | European Equity Strategist |
Author of the report, employed by MLI (UK), contact info provided.
|
| Amanda Orr | Recipient |
Email address listed in the vertical watermark: 'This report is intended for amanda.orr@baml.com'
|
Organizations (6)
| Name | Type | Context |
|---|---|---|
| Bank of America Merrill Lynch | Financial Institution |
Entity producing the report.
|
| MLI (UK) | Financial Institution |
Merrill Lynch International (UK branch), employer of the analysts.
|
| MLPF&S | Financial Institution |
Merrill Lynch, Pierce, Fenner & Smith, mentioned in disclaimer.
|
| ECB | Central Bank |
European Central Bank, mentioned regarding QE (Quantitative Easing) reversal risks.
|
| OPEC | Intergovernmental Organization |
Mentioned regarding oil production cuts.
|
| House Oversight Committee | Government Body |
Implied by the Bates stamp 'HOUSE_OVERSIGHT_014460'.
|
Timeline (2 events)
Locations (3)
| Location | Context |
|---|---|
|
Focus of the equity strategy report.
|
|
|
Mentioned regarding Brexit, domestic exposure, and location of analysts (MLI UK).
|
|
|
Mentioned regarding political risk and policy relief.
|
Relationships (3)
Listed as European Equity Strategist for MLI (UK) under BofA header.
Listed as Investment Strategist for MLI (UK) under BofA header.
Listed as European Equity Strategist for MLI (UK) under BofA header.
Key Quotes (3)
"2017 - Reflation, Reversal, Rotation, Relief or Revolt."Source
HOUSE_OVERSIGHT_014460.jpg
Quote #1
"Cautious on domestic UK exposure – Brexit still to bite"Source
HOUSE_OVERSIGHT_014460.jpg
Quote #2
"Investors will demand a premium for political risk until we get clarity on populist Revolt or policy Relief in France and elsewhere."Source
HOUSE_OVERSIGHT_014460.jpg
Quote #3
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