Global Insights from the Bottom-Up

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GLOBAL INSIGHTS From the Bottom-Up Jeffrey Germain, CFA, Senior Analyst Michael Werner, CFA, Product Analyst

Pockets of Value Areas Where We Are Finding Value Potential Oil & Gas  Integrated Oils Food Retail  U.K. Autos  South Korea  Japan Emerging Markets  Brazil Challenging Markets to Find Value:  U.S., China

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OIL & GAS

Historic Low Valuations for Sector Price-to-Book History 1.6 >1.0 = premium

1.5

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