Weekly Chart BookApril 10, 2014

Global Clients…Global Portfolios

disclosure: The opinions expressed in this Weekly Chart Book report are those of the author. The materials and commentary are strictly informational and should be used for research use only. This bulletin is not intended to provide investing or other advice or guidance with respect to the matters addressed in the bulletin. All relevant facts, including individual circumstances, need to be considered by the reader to arrive at investment conclusions that comply with matters addressed in this bulletin. Charts and information used in this report are sourced from Bloomberg.

Financial Conditions

4

Developed Markets

5

Emerging Markets

6

The VIX Index (S&P 500 Implied Volatility)

7

Global Financial Stress Index

8

Citi Macro Risk Index

9

S&P 500 – This Week

10

Gold – This Week

11

10 Year US Treasury Yields – This Week

Fixed Income & Credit

13

US Yield Curve (Current vs. 1 Month & 12 Months Ago)

14

UST Curve vs. US Investment Grade Curve

15

U.S. Treasury 30 Year Yield

16

U.S. Treasury 10 Year Yield

17

Investment Grade Credit Spread (BBB – 10 Yr. UST Yield)

18

High Yield Credit Spreads (HY – 10 Yr. UST Yield)

19

Emerging Market Bond Spreads

Global Equities

21

MSCI All Country World Index

22

S&P 500 Index

23

MSCI EAFE (Europe, Australia, Far East) Index

24

MSCI Emerging Markets Index

Currencies & Commodities

26

World Currencies vs. U.S. Dollar (6 Month Spot Returns)

27

World Currencies vs. U.S. Dollar (Spot Forecast: Q2 2014)

28

US Dollar Index

29

Euro €

30

Japanese Yen ¥

31

Mexican Peso

32

Global Commodity Prices

33

Continuous Commodity Index (Equal Weighted)

34

Gold Prices

Investment Themes & Value

36

Technology

37

US Financial Services

38

Goldcorp

39

Yamana Gold

40

Energy Exploration & Production

41

High Yield Bonds

AGED Radar

43

AGED Summary

44

Marathon Petroleum

45

Discover Financial

46

Valero Energy

47

Precision Castparts

48

FirstEnergy

49

EchoStar

50

Gilead Sciences

51

Aegerion Pharmaceuticals

52

International Paper

53

Boeing

54

Anadarko Petroleum