From: Martin Zeman
Sent: 1/9/2018 4:43:24 PM
To: Paul Barrett
CC: Xavier Avila ; Joshua Shoshan Davide-A Sierran [M
; Stewart Oldfield
Subject: one-stop Outlook + Equity View - Fresh Money Ideas
Attachments: 2018 HY Corporate One-stop Outlook - 200 pages.pdf; The Equity View - Fresh Money Ideas.pdf
Paul,
I may have sent you one of those already, not 100% sure.
These two pieces of research are something to file away for fresh equity trade ideas. I haven't combed through all of it
yet, but we'll try to highlight what we think makes sense. In the meantime, please feel free to skim through:
2018 HY Corporate one-stop Outlook
The Equity View — best Equity ideas
Martin
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